Financial Engineering that addresses your needs before they become concerns.

We'll help you design a financial plan that supports your life today while building your dreams for the future.

A lot has changed since financial planning became a service back in 1969.

THEN

Many workers had pensions that covered them in retirement.
Planners had limited access to real-time financial data and market information.
Services focused on budgeting, savings, insurance, and basic investment advice.
Investment options were relatively limited, with a focus on stocks, bonds, and mutual funds.
Consumers were generally less informed about financial products and markets.
Financial planning was often seen as a service for the wealthy.

NOW

Most employees are in charge of figuring out their own retirement planning and being proactive about it.
Planners and clients have access to real-time financial data and advanced analytical tools.
Comprehensive Planning, including retirement planning, tax optimization, estate planning, and more.
Greater access to alternative investments like hedge funds, private equity, and real estate.
Clients are more informed and involved and there is a higher demand for transparency.
Financial planning is more accessible to everyone.

Our job as financial planners is to give you the one-on-one service you've experienced in the past and combine it with the technology and options we have today.

LET'S TALK ABOUT YOUR PLAN

Retirement Planning

We help make sure your retirement plan will fund your dreams for the future.

Benefits Review

Your employee benefits can make up a signficant portion of your compensation.

Legacy Planning

Estate planning strategies and trust reviews are part of how we help you take care of your loved ones.

Insurance Risk Analysis

Let's make sure your income is protected and you have what you need to protect yourself and your family.

^{Meet Linda Bruininga, CDFA®, BFA™}

As a licensed financial professional with over 17 years of experience, Linda Bruininga is dedicated to helping her clients plan for the unexpected. She loves being the “go-to” financial resource for her clients and helping them make the right financial decisions.

"I hate seeing people in troubled financial situations that could have been avoided." -Linda Bruininga

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