What matters most to your family, matters most to ours

The best things in life are the things that endure:
families, friends and financial independence.

What matters most to your family, matters most to ours

Matt Wigren bio image
Matthew B. Wigren, CFP®, CIMA®
Certified Financial Planner™ Investment Advisor Representative, Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP®, CDFA™
Certified Financial Planner™ Investment Advisor Representative
Carol Klatt bio image
Carol M. Klatt
Registered Sales Assistant

A knowledgeable team, an enduring legacy.

We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.

What matters most to your family, matters most to ours

Latest News

Are markets overreacting?

Are markets overreacting?

Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Weekly investment strategy

Weekly investment strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly market guide

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]

Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]

These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
Navigating a sea of negativity

Navigating a sea of negativity

CIO Larry Adam believes the market is already pricing in a mild recession.
Markets & Investing
Volatile markets, volatile pricing, stable bond performance

Volatile markets, volatile pricing, stable bond performance

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Which education expenses are considered qualified?

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle
Weekly investment strategy

Weekly investment strategy

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Big turnaround in the Fed's projected path for rates

Big turnaround in the Fed's projected path for rates

Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Weekly market guide

Weekly market guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
The benefits of investing with intention

The benefits of investing with intention

Align your values with specialized investment and philanthropic vehicles.
Estate & Giving
Fed gets aggressive on inflation with 75 basis point rate hike

Fed gets aggressive on inflation with 75 basis point rate hike

The Fed changed its tone at the June meeting with a 75 basis point rate hike, said Chief Economist Eugenio J. Alemán, Ph.D.
Markets & Investing
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

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