Broker Check
(605) 996-3233
Account View
A family-run financial planning firm built for long-term relationships.

A family-run financial planning firm built for long-term relationships.

With nearly four decades of experience, we help you coordinate your investments, taxes and retirement so every part of your financial life works together.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more
Who We Are

Who We Are

We’re a family-run financial planning firm in Mitchell, South Dakota, built on nearly 40 years of experience. Today, the second generation works alongside the first, continuing a business focused on long-term relationships, not short-term transactions.


We earn those relationships by taking the time to understand each client’s situation, providing clear recommendations and following through on the details.


When you work with us, you work directly with the people responsible for your plan, now and in the future. No call centers, unnecessary handoffs or product-driven sales approach. Just thoughtful advice from a team that knows you and stays involved.

Meet Our Team

Who We Work With

We work with individuals and families across more than 25 states who are looking for a long-term financial partner, not just someone to manage an account.

Many of the people we work with are:

  • Planning for or already living in retirement
  • Business owners and professionals
  • Managing multiple accounts or important financial decisions
  • Looking to simplify and better understand their financial lives
  • Focused on long-term progress rather than short-term reactions
  • We currently serve hundreds of clients and continue to grow primarily through referrals.

We work best with people who value clear recommendations, honest conversations, ongoing guidance and a relationship built to last.

How We Help

Retirement

We help you determine where retirement income should come from, how your accounts should work together and how the strategy holds up through different markets.

Investment Management

We build and manage portfolios around your goals, income needs, risk and tax considerations. Your investments should fit your financial life, not the other way around.

Ongoing Guidance

We stay involved, monitor the strategy and help you make decisions as your life changes.

Taxe Coordination

We consider the tax impact of withdrawals, investment changes and account transitions, and coordinate with your tax professional when needed.

Estate

We help you think through beneficiaries, account ownership and how your assets fit with the estate plan prepared by your attorney.

Simplification

We help organize and consolidate your accounts so your financial life is easier to understand and manage.

Let’s take a look at where you are. You do not need to have everything organized before we meet. Bring what you have, tell us what you are trying to accomplish, and we will help you understand what comes next.

Let’s take a look at where you are. You do not need to have everything organized before we meet. Bring what you have, tell us what you are trying to accomplish, and we will help you understand what comes next.

Todd, Ryan, and Spencer with Chief Market Strategist at Osaic, Phil Blancato.

Call Us

(605) 996-3233

Address

208 East 3rd Avenue, PO Box 426

Mitchell, SD 57301