Our mission is to educate and inspire clients to become accountable to their vision.  Through our sophisticated and comprehensive Financial Planning, our clients are able to put their vision into action based on their values and objectives.  We do this by helping clients develop and prioritize their most important goals, and build a Financial Plan to track progress and reveal any shortcomings.  Our goal is to become the family’s CFO and we take tremendous pride in our comprehensive and unbiased planning – every recommendation we give is something our families would do if they were in the same situation. 

Our strategic partnership with Northwestern Mutual affords our clients access to the resources of a world class financial institution along with the service that can only be provided by a boutique firm. 

We implement customized Financial Plans that align your wealth accumulation, preservation, and distribution goals through thoughtful integration of risk management, tax-efficient wealth management,and estate planning techniques to help create a high probability of a favorable outcome

We look forward to working with you.

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual’s comprehensive approach to personalized financial planning can help you achieve the future you envision.

Christopher Kaminski, CLTC

Wealth Management Advisor

The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
View Now

Ask the Financial Expert: Should Commodities Be a Part of A Portfolio?

In this month’s column, our financial experts share their thoughts on China, how commodities can play a role in individual investor portfolios, and why overseas activities are having such a dramatic effect on the US markets.

The Driving Factors That Could Make the Markets Move

This month’s podcast  what will make the markets move and possibly when. View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.