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