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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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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
Shannan Frank
Client Services Associate
Shannon Potgiesser
Client Services Associate
Carrie Betz
Employee Benefits Specialist