Knowledge and guidance when you need it most.

Let’s begin a conversation, build a relationship, and partner on a plan.

Our Story

An index fund will never know you the way we do.

Life and finances alike are personal. Whether you’re shaping objectives for yourself or your business, we’ll work closely with you to build a deep understanding of your goals, and tailor a strategy that allows you to nurture everything and everyone enriching your world.

How We Help

Get support and guidance through the highs and lows of your life. 

Getting Ready to Retire

Getting Ready to Retire

You have worked hard over the years to take care of your family and save for retirement. We’re here to help your finances work just as hard for you.

Retiring With Peace

Retiring With Peace

We do this so you can live the life you dream of and are prepared for the expected and the surprises alike.

Taking Care of Your Employees and Yourself

Taking Care of Your Employees and Yourself

Balance personal and professional needs with support on retirement plans, employee benefits, your exit, and more.

Making Strategic Investments

Making Strategic Investments

Bring professional help to your investment strategy as you seek to grow and maintain your wealth.

You’ll always have a home base here.

You’ll always have a home base here.

We are with you over the years, continually seeking to add value to your life.

Virgil Kahl, CPA, CFP®

Virgil Kahl, CPA, CFP®

President & Owner

nobutton

Tune into “The Money Doctor.”

Our founder Virgil Kahl hosts a weekly radio show to share her take on the markets and answer all your questions.

Tuesdays at 6pm
Available on WEEU: 830 on your AM dial, or
wherever you listen to radio.

Listen Online

Extra Resources, Just for You

Market Update

Market Update

Watch a video recap on this month’s market events.

Learn more
Articles

Articles

Browse articles on common financial questions, udpated monthly.

Learn more
Financial Calculators

Financial Calculators

Explore how a mortgage, savings goal, retirement income and more might affect your budget.

Learn more

Steady guidance, now and always.

When life happens, we’re a phone call away.

Contact Us