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Protect your investments.

Discover if you have hidden risk factors in your portfolio. We'll help you find the smart balance between risk and reward.

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We're different. Here's how:

Passionate about goals

You have big plans for your life. We'll get to know the person behind those plans so that we can help you create a personalized financial strategy that's tailored to you and your ambitions.

No-nonsense approach

You deserve thoughtful, direct advice without the clutter of financial industry interests. We deliver transparent, independent and active guidance that just makes sense.

Partners for life

We're in it for the long haul. And, whether you're just getting started or enjoying a well-earned rest or somewhere in-between, we want to help you make the best financial decisions for every stage.

Meet The Team

Insights from the Gainplanners

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  • May 17, 2019

    What We're Reading This Week

    This week we’re looking at the common tactic robo advisors and active traders share. Also, there is some bad news for one transportation network company as competition grows in the sector.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • April 30, 2019

    What We're Reading This Week

    Have you ever heard of chalking a parked car as a method for parking enforcement officers to determine how long the car has been there? This week we’re reading about the now illegal practice after a lawsuit out of a Michigan city.

    Author: Thad Schlaud

    Topics: News, Industry Ideas

  • April 19, 2019

    Q1 2019 Market Review

    This year’s first quarter is promising, with investments bouncing back from 2018’s gloomy end, and the good news that there’s no interest rate hike in sight from the Fed.

    Author: David Martin

    Topics: News, The Market, Industry Ideas

  • April 19, 2019

    What We're Reading This Week

    Join us this week as we take a dive into Merrill Lynch's play for both younger employees and younger clients.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • February 12, 2019

    What We're Reading This Week

    This week we’re reading about clients being overcharged in mutual funds and the SEC’s push to settle these claims. Also, the surprising stuff happening in Venezuela at one of the largest oil refineries.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas