Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.


Advisors

Advisor photo for Jennifer Moenter

Jennifer Moenter

CRPC, APMA

Financial Advisor

Franchise Owner
Visit Jennifer Moenter's website
Advisor photo for Alex Odenweller

Alex Odenweller

Financial Advisor

Visit Alex Odenweller's website
Advisor photo for Keith Fledderjohann

Keith Fledderjohann

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Keith Fledderjohann's website


Team

Leeannda Fischer

Leeannda Fischer

Client Service Specialist

Donna Burris

Administrative Assistant