PLANNING WITH INTEGRITY, KNOWLEDGE, AND COMMITMENT

OUR MISSION: My team and I look to continually promote the personal and financial well-being of our clients by asking the important questions, developing personalized plans, and aligning actions to achieve desired results.

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. My team can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future. Our team is built of skilled professionals who are steadfast in creating thoughtfully integrated financial plans.

Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  team will create a timeline to help protect you and your family now and execute the steps necessary to respond to whatever life brings in the future.

LATEST NEWS: It is finally fall and that means the holidays are fast approaching! You can clean up the amount of mail you are recieveing before the holidays hit by signing up to Go Paperless on the client website in 2 easy steps.

1. Log in, then go to the menu in the top right corner with your name on it. Select the Document Delivery tab.

2. Select eDelivery for the products and/or accounts you want to go paperless.

This Halloween we will be celebrating at the Bethany Lutheran Church Trunk or Treat! Stop by and see us on Sunday, October 28th from 5-7pm. Costumes are encouraged!

We will also be ringing bells for the Salvation Army at the HyVee on 156th and Maple on November 14th from 2-4pm. Fell free to stop by, say high, and help us spread some holiday cheer!

If you have any questions, have had any life changes, or if you would just like to schedule a time to catch up with Jason, please call Ashley on our team and she will be happy to help!