Our Partnership With You

We provide comprehensive financial planning and wealth management using our proprietary process, the 3P FORMula throughout our long-term partnership with you. A partnership where we help you to define your family investment legacy, pursue a work-optional lifestyle and check off as many experiences as possible from your recreational bucket list.

WHAT YOU CAN EXPECT FROM US

WE WILL ...

• Strive to acquire and maintain a thorough understanding of your financial goals
• Update your current financial information on a regular basis.
• Monitor your investments regularly and adjust as necessary.
• Do our best to answer our phones with a real, live person between the hours of 8:00am – 5:00pm, Monday through Thursday and 8:00am - 4:30pm on Fridays. Outside of those hours, we will get back to you just as soon as we possibly can.
• Explain our recommendations in straight-forward language.
• Keep you updated via your preferred method of communication: email, phone, text or mail.
• Meet at least annually (more often if necessary) to review your Personal Financial Organizer (PFO) and update your wealth plan.
• Act as your primary Personal Wealth Manager, coordinating the efforts of other related professionals when appropriate.
• Treat you with utmost respect and professionalism.
• Help you save time by maintaining a network of professionals (i.e. CPA, Estate Planning Attorney, Home & Auto Insurance, Mortgages) who we can refer you to.
• Embody our Midwest values of hard-work, honesty, and family first approach. You will never catch us wearing fancy business suits or heaven forbid cufflinks.