Hours:
By Chance or Appointment
Driving Directions:
We are located in the middle of the High Street in Mineral Point, between the post office and the Opera House.
We help hard-working professionals develop a plan to make their money work as hard as they do!
Personal finance is not about handing your money over to an advisor, or putting it in a retirement plan, and hoping it works out. It's not about diversification. It's about having a plan with the flexibility to deal with changes and life issues.
This is the cornerstone of our planning philosophy; we call it a business plan for life. It is based on cash flow, tax, and risk impact, rather than product