Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.


Data-driven analysis is the foundation for everything we do.


Individualized strategies ensure that your goals are always a priority.


Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Retirement Planning

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Investment Planning

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Education Planning

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Meet Our Advisors

 Michael  Meiners

Michael Meiners, CFP®, JD

President, Investment Advisor Representative

Maggie Meiners

Maggie Meiners, COO

Minority Owner, COO, Investment Advisor Representative

Bauer Schmeltz

Bauer Schmeltz, CFP®

Investment Advisor Representative

Maxwell Bigler

Maxwell Bigler, IAR

Financial Advisor

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.