Taxes are the biggest barbarian you'll face. We can help you in the fight with him right now and develop a plan for continuing to fight the battle in the future. Healthcare is the second biggest barbarian you'll face. We can transfer the risk of this barbarian to other avenues like insurance and long-term care.
Your own behavior is the sneakiest barbarian of the three. We can help you keep him in-check, so he doesn't tear down the castle you've worked so hard to build. Investment Management helps you build a tower for your castle, so your power, freedom, and influence extends as far as possible. Life Insurance helps protect you against the Healthcare Barbarian so he does as little damage to your castle as possible.
Your own behavior is the sneakiest barbarian of the three. We can help you keep him in-check, so he doesn't tear down the castle you've worked so hard to build. Investment Management helps you build a tower for your castle, so your power, freedom, and influence extends as far as possible. Life Insurance helps protect you against the Healthcare Barbarian so he does as little damage to your castle as possible.
Services
A 3-step process to share your financial goals with Nic and Jeff and make an informed decision about our services. A 3-step process where Nic and Jeff take a holistic look at your current financial situation and distill their analysis into a 1-page blueprint. Our clients are working professionals who want to make sure they're stretching their dollars as far as possible.
Reviews (9)
Chuck Hamilton
Jun 12, 2021
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Beth Hughes
Jun 04, 2021
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Jeff and Nic always take the time to fully understand my financial needs, explain my options, and follow up on any actions we take. I'm confident that they have my best interests in mind on a daily basis. They truly prioritize their relationships with their clients and are fantastic financial partners.
Lisa
May 13, 2021
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A friend of mine referred me to Nic and Jeff several years ago and I am so glad he did. They are professional but also personable and go out of their way to get to know their clients and understand their priorities. Nic and Jeff always spend as much time as necessary to make sure my questions are answered. I honestly believe it is not just about the investments, it is about making sure I have a plan in place that I am comfortable with. I have and will continue to refer them to any one in need of a top notch financial advising team.
Tucker
Feb 05, 2021
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Lori Zeind
Jan 31, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have worked with this team for many years. Nic and Jeff want to help understand you and your needs. They are continually looking at all your options and strategize the best approach for you. They have impeccable values and a great team to work with!
I have worked with this team for many years. Nic and Jeff want to help understand you and your needs. They are continually looking at all your options and strategize the best approach for you. They have impeccable values and a great team to work with!
Trisha Hamilton
Jan 16, 2021
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Positive: Professionalism, Responsiveness
Nic is very trustworthy and always gives wonderful advice. I always feel he listens to my needs. He is super patient and explains things on a level I can easily understand so I can make the best informed decisions for my family. Thanks Nic! You are the best!
Nic is very trustworthy and always gives wonderful advice. I always feel he listens to my needs. He is super patient and explains things on a level I can easily understand so I can make the best informed decisions for my family. Thanks Nic! You are the best!
Josh Loewensteiner
Jan 07, 2021
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Having worked in financial services for many years, I know what makes a great team of advisors. The team at Know my plan is second to none. They work hard to get to know clients on a deep personal level, understanding their needs and concerns and develop comprehensive long term plans to help solve problems. They do this while maintaining a fiduciary standard to seek out the best possible options in today’s complex market.
These are amazing people to work with - in every respect.
These are amazing people to work with - in every respect.
TheeLobStar
Jul 09, 2020
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I've known Nic for years. As an advisor myself I can say without equivocation that Nic is one of the best that I've ever worked with. There have been several times that I have referred clients to Nic when I had a conflict of interest and I do so knowing that they will be give the highest level of attention and professionalism.
Jana Helms
Jul 07, 2020
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Nic assisted my family during the most difficult of times. He cared, listened, pointed us in the direction to best assist. After the passing of my mother, Nic again came to our assistance. He drove a good long way to get signatures from our family to ensure we were going to receive everything my Dad worked so hard for financially. I remember him saying it was the right thing to do. There was no monetary gain for him. I decided he would always have my best interest at heart. I never worry, I know he does. He calls, texts, emails just to say hello, check in, make sure I am okay. Today was another
