The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Eldon Anderson

Eldon Anderson

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Graceland University, B. A., Lamoni, IA, Biology, 1970, University of Nevada-Reno, M.A., Reno, NV, Counseling, 1977, Northern Illinois University, Ed. Spec., DeKalb, IL, Administration 1981

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Jason Anderson

Jason Anderson

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Insurance

Education

BA in Accounting and Business Administration from Graceland University 1991-1995, Graduated from Blue Springs High School 1991

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David Whalen

David Whalen

Financial Advisor

Our Staff

Susan Lange

Susan Lange

Office Manager

Benjamin Nelson

Benjamin Nelson

Financial Planning Assistant

Marketta Whitley

Marketta Whitley

Administrative Assistant