Client Centered Approach

We integrate all areas of your life to enable you to meet your personal and financial goals more efficiently and effectively. First, we focus on understanding your current situation. Second, we help prioritize your goals. Third, we coach you through each step to achieve those goals.

Fee-Only Commitment

We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. There is NO incentive for the advice we provide except to benefit you and meet the goals you establish.

Credentialed Professionals

Mark R. Folgmann, ChFC, CLU has over 36 years in the Financial Service Industry. He specializes in helping clients structure and preserve retirement cash flow. Mark typically works with clients that have accumulated between $1,000,000 and $5,000,000 of assets. He currently is not accepting new clients.

Open Retainer Program

We consider financial planning a process rather than a one-time review. Our annual fee allows you to call or meet with us at any time during the year in addition to your scheduled appointments.

Alliances & Partnerships

We work with prescreened mortgage brokers, insurance companies, attorneys and other business professionals to obtain preferred rates and assure best-of-class service.