From clients with substantial investments, to those just trying to gain financial control, we help you find your solutions.
We believe that everyone needs competent financial advice, and we make it accessible by requiring no minimum investment or net worth amount.
We clarify the confusing world of finance and insurance. You will clearly understand solutions and strategies for your financial future, and retain control.
Integrated Financial Planning Solutions
Experience, Education and Credentials – John L. Liechty, CLU, ChFC, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional, ready to assist you with your financial goals. With over 40 years experience in the financial services industry, specialization in insurance, investments, and estate planning, and holding Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, John applies comprehensive knowledge to your situation, creating custom FINANCIAL SOLUTIONS for you.
Aaron C. Wieand, CPA, PFS, CFP® is a CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant and Personal Financial Specialist with over 14 years of professional finance and accounting experience specializing in providing strategic insights tailored to the organizations and individuals he serves.
- Paid only by our Clients
- No Commissions
- No minimum net worth requirement
- All fee fully disclosed
- Objective Advice
- Fees not based on assets under management
- No sales pressure
We hold ourselves to:
- CFP® and AICPA Code of Ethics
- Act solely in client's best interest
- Avoid conflicts of interest
- Offer advice and support – NOT sell products
- A prudent investment process and discipline