From cash flow planning to quantifying complex what-if scenarios, we use the latest fintech to build and monitor your plan.
Service
We promise to deliver exceptional service and make ourselves available when you need us… in person, over the phone, or virtually.
Access
In addition to making ourselves available when you need us, you can monitor your progress in your client portal – MyPlan.
Investment Planning
Your goals, risk tolerance, and plan guide our approach to help make sure you have your money in the right place at the right time.
Independent Advisors
Our practice is built around an independent advisory model and rooted in fiduciary standards.
We Deliver
As a team of Accredited Investment Fiduciaries®
Your plan, not just any plan. Your situation is unique and requires an individualized approach. We will build and keep your plan moving forward.
WE BELIEVE IN
OPTIMISM
(noun) - an inclination to believe the most favorable outcome.
Multigenerational financial planning is a holistic planning approach to help maximize wealth for both you and future generations.
This is accomplished through implementing an estate plan, tax plan, and investment plan centered around a complete understanding of your family and your goals.
MULTIGENERATIONAL
Financial Planning
MULTIGENERATIONAL
Financial Planning
MULTIGENERATIONAL
Financial Planning
A lot of
Years of Experience
23,586
Working Lunches (and counting)
24/7
Account Access
900+
Families and Institutions
Position / Role
Steven
Brunner
AIF®, CWS®, MBA
25 + Years of Experience
Position / Role
Allen
Van Gorder
AIF®, CLU®
35 + Years of Experience
Position / Role
Mitchell
Brunner
CERTIFIED FINANCIAL PLANNER™, AIF®
B.S. Agribusiness Management
Position / Role
Kyle
Brunner
ChFC®, AIF®
B.B.A. Finance
Position / Role
Becky
Miller
Account Executive
9+ Years of Experience
Position / Role
Sheryl
Mull
Account Executive
22+ Years of Experience
Position / Role
Sandi
Smith
Client Services
14+ Years of Experience
