Teaching Financial Success – this is our motto. Our goal is to help you understand what is financially important to you. For some people, success is the ability to make sacrifices, the ability to take the high road when the low road is easier and more inviting. For some, success is simply the ability to take responsibility and for others it is being debt free. Financial Success may be being able to save for a long term goal or having a good credit score. To teach financial success is as individual as your objective.

Best of Breed – when we discuss the “best of breed” product mix, we do not mean we offer the absolute best overall; for example, the best of class in a low priced category may be seriously inferior to the best on the market, which could have much higher costs associated with it. We strive to offer a vast selection of products, while keeping costs as low and competitive as possible.

Recognized expert or leading industry expert - We believe the definition of expert to be: “A person with a high degree of skill in or knowledge of a certain subject.” Kent Schutte, President and CEO, has been working with the education market providing information on Defined Benefit plans, 403(b), 457 and Social Security benefits since 1989. Mr. Schutte has earned multiple designations which expands his knowledge. This information is used to train and update, on a continual basis, all affiliated persons. Mr. Schutte earned the Certified Financial Planner in 1996, Chartered Financial Consultant in 1992, and Certified Life Underwriter in 1991. In August Mr. Schutte earned the “Tax Exempt and Governmental Plan Consultant” designation which specifically relates to 403(b) and 457 regulations. All investment advisor representatives are continually provided additional information in these areas to expand our knowledge base.

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