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Who We Are

A fee-only firm working in a fiduciary capacity for your financial plan and investments.

What We Do

We consider your complete financial picture and help save, invest and protect your wealth.

What to Expect

A team that listens to your needs, is attentive to detail and presents solutions in an intuitive format.

Kirk's Blog

See Kirk's thoughts and interesting graphs on personal finance and market trends.

Our Company

Financial planning and investing don’t have to be overwhelming or confusing.  We provide a framework to help visualize the impact different choices have on your financial security.  As a fee-only financial advisor working in a fiduciary capacity, our compensation comes directly from you. This allows you to focus on the solutions and alternatives presented knowing there is only one motive behind them - to serve your needs and objectives.

Kirk A. Kreikemeier,  CFP®, CFA, FSA

Meet Our Team

Our Accreditations

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