Broker Check

Together We Can Do More

We'll help you pursue your financial goals so you can focus on what matters most.

Let's Talk

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

Learn more

Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

Learn more

Estate

With over 100 years' collective experience, we'll help preserve your legacy for future generations.

Learn more

High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

Learn more

Small Business

Let us help you make sure your business is poised for growth.

Learn more

Lifestyle

Strike the perfect balance between work and leisure.

Learn more
See All Services

Success Stories
Read What Our Clients Are Saying

Read about real experiences from our clients.

John Smith

John Smith

"..I can now focus on having fun with my family instead of worrying about finances."

Don Anderson

Don Anderson

"They helped me map out a financial plan that's right for me and my family."

Marla Smith

Marla Smith

"Their suggestions showed that they were looking out for my best financial interests."

"Gamer" Dan

"Gamer" Dan

We're a financial service group with a focus on families.

Our History

Our History

You should play as hard as you work.

Explore Resources

We offer a full range of investment and financial services and have access to a wide array of solutions.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Learn More
Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?
Learn More

Meet Our Team

John Forbes, ABFP, AAMS

John Forbes

President / LPL Registered Principal

(618) 529-1940

Nancy Lindsey

Nancy Lindsey

Vice President of Operations

(618) 529-1940

Miranda Stapel

Miranda Stapel

Director of First Impressions

(618) 529-1940

Let's Talk.
Take the First Step.

Thank you!
Oops!
Person on Computer

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!