History
Dan Henrichs completed his first financial plan in 1982 using a Hewlett Packard business calculator. Today we use sophisticated, interactive, continuously updated software to plan your future, keep you informed, and increase your odds of meeting your financial goals.
Specialties
Our team is comprised of people with different kinds of finance experience. We work closely with Charles Schwab, eMoney, Riskalyze, Vectorvest, and Zacks Research to plan and manage your financial assets. We are Certified in Financial Planning (CFP) and operate as a Registered Investment Advisor (RIA). As an RIA and CFP we are fee-only and do not collect commisions from our clients.