Weekly Market Updates

Friendship and Finances

Friendship and Finances

Whether you’re going together to buy a gift, choosing where to eat, or planning a weekend getaway, money plays a part in all relationships. And friendships are no exception. Here are some do’s and don’ts to keep in mind when it comes to finances that can help open communication, strengthen friendships, and provide opportunities to create lasting memories.

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Diaper Drive

Diaper Drive

Diaper Drive Kicks off at Client Appreciation Event through July 15! At the heart of any successful organization is a fundamental belief in people. Providing great service—to our clients, each other, our communities, and the world at large—starts with strong...

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Follow us on Facebook

Follow us on Facebook

  HAVE YOU EVER WONDERED WHETHER IT'S BETTER TO FOLLOW OR LIKE A FACEBOOK PAGE? Our team uses Facebook to share insights on financial planning, keep you updated on what's happening in the Sioux Falls and Huron offices, announce upcoming events, remind you of...

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Protecting Your Legacy

Protecting Your Legacy

When Pablo Picasso died in 1973 at the age of 91, he left behind five houses, cash, gold, bonds, and artwork. Because he didn’t have a will, it cost $30 million dollars and took six years for his assets to be divided among his heirs. Unfortunately, Picasso wasn’t...

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Hear Directly from Our Clients

“Gordon, you have built an outstanding organization, and have selected qualified professional employees to serve your clients. The hallmark to your success is dedication, honesty, integrity, trust and your personal faith. Your leadership has established for your clients a sense of pride and belonging to your organization. Pauline and I will always be grateful for what you have done for us during our retirement years. We are grateful to you for being our Financial Advisor and friend during the past 20 years.”

~Eldon and Pauline Nelson, Clients since 1999

The statement is a testimonial from current clients as of March 13, 2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements.

The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.

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Getting The Relationship You Deserve

How To Choose A Wealth Advisor

This tool will help you define your expectations and stay in control of the conversation when you interview potential financial advisors. Rather than being managed through a sales process and having to decipher the meaning of financial jargon like “retirement success”, you’ll be free to think and dream about the impact you want to have and the legacy you want to leave.