Financial Planning Services
Find the Strategy that Fits Your Life
Let’s Create the Right Solution Together
Business Support
We have the tools to help you and your business deliver measurable results
Financial Planning
We’ll help you understand your current financial picture and compare it with new strategies to better maximize your goals
Retirement Planning
It’s never too early or too late to get your plan more organized, efficient, and simplified
Our Services
Whether your goals are personal, business or both, our team offers a variety of financial tools and assistance to help you meet your goals.
Our Story
A small team with a midwestern mindset, we have over 120 years of combined experience in financial advising and planning.
- Client Oriented
- Risk Averse
- Holistic Approach
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+
Years of Combined Experience
Our Team
Stan Edgell
President
49 Years of Experience
Sean Edgell
Vice President
20 Years of Experience
Ian Schmidt
Representative
17 Years of Experience
Regina Bomar
Administrative Assistant
47 Years of Experience