Our Firm














Brady Schmidt, CFP® CRPC®                   















Geoff Klein, CRPC® BFA™                   

Chartered Retirement Planning Counselor | Behavioral Financial Advisor™

I help individuals and families plan for the certainty of uncertainty.  The future can't be predicted; but you can plan so that no matter the situation, you will have a smart place to get money when you need it.

Affordable & Fair fee-based advice in all areas of your personal balance sheet.