Team power - Forge strong relationships with a team of professionals and insure a multi-discipline approach for your strategies. Your core team should include your Planner, CPA, Attorney and Registered Investment Advisor (RIA).

Checks and balances - Achieve checks and balances for your decisions by having a team of skilled professionals providing you advice. Your ability to remain focused on your Vision and resist any urge to deviate from your risk profile improves when you have professionals evaluating your major decisions.

Improve objectivity - Rely on team partners to help you work through important decisions. Carefully evaluate preconceived beliefs and be made aware of a 3rd party's professional assessment.

Find community partners - Benefit from face-to-face relationship with those you rely upon. Local and Midwestern professionals are accessible. They are also striving to build their practices with satisfied Clients.

Wills, estate taxes and estate plans - Insure your will and estate plans are current and in concert with your Personal Mission Statement?

Ensure your well-being as a Client comes first - Find certified professionals with advanced degrees and certifications. Certified professionals (CFA, CFP, Attorneys and CPA) must meet standards of conduct to maintain their certification.