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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.


Data-driven analysis is the foundation for everything we do.


Individualized strategies ensure that your goals are always a priority.


Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center 

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Insights & Education

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Markets and Economy

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Social Security

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Meet Our Team

George Schmidley

George M. Schmidley

Founder & Financial Advisor

Jason Voelker

Jason V. Voelker

Certified Financial Plannerâ„¢

Dawn May

Dawn May

Financial Advisor

Questions? Comments?

Thank you!