We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • Am I taking the appropriate amount of risk for today's markets?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Connect with me on LinkedIn Paul D Garnett, AAMS® (Accredited Asset Management Specialist), CPFA® (Certified Plan Fiduciary Advisor), is a successful businessman and entrepreneur with over 40 years' experience as a Financial...

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After graduating from Beatrice High School, Traci headed off to the University of Nebraska - Lincoln where she graduated with a degree in Business Administration. While attending college, she focused her studies on Economics and was chosen

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Michelle Kelch

Client Specialist & Insurance Coordinator

Kelly Morgan

Client Specialist & Retirement Plan Coordinator