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Client Centered

Our goal in designing this website is to help you understand the opportunities and potential rewards that are available when taking a proactive approach to your personal financial situation.

These pages and tools should give you a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation.

Most important, we hope you see the value of working with a Financial Advisor to pursue your financial goals.  We are here to inform you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.  Do not hesitate to contact us to set up an appointment to start setting up your financial goals. 

Your financial outlook depends in large part on decisions you make today. Here is to opening doors for your financial future... 

<p>Don&#8217;t Be Your Own Worst Enemy</p>

Don’t Be Your Own Worst Enemy

<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

<p>Long-Term-Care Needs</p>

Long-Term-Care Needs

Our Team

Jim Dumbeck

Jim Dumbeck, CFP®

Founding Partner

Karin Knoop

Karin Knoop, LUTCF

Founding Partner

Barry  Streeter

Barry Streeter

Financial Advisor

Christy Nelson

Christy Nelson

Office Manager / Client Relationship Manager

 Brandon Behrad

Brandon Behrad

Client Relationship Manager

Mary Ann Dumbeck

Mary Ann Dumbeck

Client Relationship Manager

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