A goal without a plan is just a wish. We create retirement and estate plans specifically tailored to meet your goals and give you piece of mind. Whether you have a specific situation to address or just want help maximizing your opportunities, we help you find the best strategies and resources to support your vision of success.
We focus on the areas of:
- Forward looking tax strategies
- Group Benefits
- Group 401(K) Plans
- Insurance planning
- Investment allocation
- Social security & retirement planning
- Estate planning
- Cash flow allocation
We're here to formulate tailored approaches that point you and your family in the direction you want to go. Like a herd of Bison, we stick together!
Benjamin Schlafer
President & Financial Professional
Quintin Mueller
Vice President & Financial Professional
Calculators
You can review interesting calculators on my site.
Contact Us
Please feel free to contact us with any questions.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.