Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Shannon Klug, Ameriprise Circle of Success Diamond Ring, 2021
  • Shannon Klug, Forbes Best-in-State Wealth Advisors, 2023
  • Shannon Klug, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

Each year around the holidays we do a fundraiser in lieu of giving holiday gifts. Giving back warms the heart and we encourage our clients, friends, and family to join in on our holiday fundraiser. In 2020, our goal was to raise money for the St. Jude Children’s Research Hospital to advance cures, and means of prevention, for pediatric catastrophic diseases through research and treatment. Consistent with the vision of the founder Danny Thomas, no child is denied treatment based on race, religion or a family’s ability to pay. Our goal was to raise $2,000 and we achieved that and more by raising $3,630.