With more than 50 years combined financial service knowledge, our diverse experiences benefit our members as we help families facing retirement, investment and estate decisions. First, we help them uncover their financial goals and help them understand their current position. Second, we help create a thoughtful plan to accomplish their goals. By completing these two steps our clients have confidence. Confidence by attaining financial peace frees our clients to give without hesitation. In short, we help our clients: Explore their goals, Establish a plan, Engender confidence, and Embolden generosity We aim to be the most client-centered, technically competent planning team in Northwest Indiana. Our professional designations spotlight our advanced education in financial planning. Our entire office team is committed to making you our priority in a professional and courteous way.