Using Experience To Make A Difference
Our top priority is helping you take care of yourself, your family, and your business. We want to understand your personal and business situations, identify your dreams and goals, and understand your risk tolerance.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Chad Schut, CFP®, AIF®
Owner and President, CFP, AIF
W. Douglas Koning, Owner
Licensed Insurance Agent
Mitchell Wassink, CFP®, AIF®
Financial Advisor
Darla Tiffany
Account Executive
Kelli Kirsch
Receptionist
Shannan Frank
Client Services Associate
Shannon Potgiesser
Client Services Associate
Carrie Betz
Employee Benefits Specialist