Our Valpo office has relocated! You can now find us at 15 N. Franklin Street, Suite 100, Valparaiso, IN 46383.

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Navigating your financial future

Entrepreneurs like you focus your time and energy on serving your clients and employees while you manage a litany of daily risks and challenges. Our goal is to help you see new approaches and possibilities to make work optional.


We believe getting the most out of your life begins with understanding where you are going. Whether you want to save for your children’s education, start a company or spend more time enjoying your financial freedom and less time worrying about the future, we can help. Our goals-based planning approach is focused on helping you enjoy your life now, and in the future.

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