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

Matthew B. Wigren, CFP^®, CIMA^®

Investment Adviser Representative, Financial Advisor Registered Principal, RJFS

Laura N. Christofferson, CFP^®, CDFA™

Investment Adviser Representative Financial Advisor

Operations Manager Investment Adviser Representative

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

Individuals & Families

Individuals & Families

Planning for life so you can live yours.

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Tech Professionals & Executives

Tech Professionals & Executives

Planning specific to those working in tech

Niches

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

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Small Business Owners

Small Business Owners

Helping create employee retirement plans.

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Latest News

Parental leave policies leave parents wanting more

Parental leave policies leave parents wanting more

Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.

Family & Lifestyle

Strategies for keeping your beloved home within the family

Strategies for keeping your beloved home within the family

Preserving your property across generations takes thoughtful planning and open communication.

Estate & Giving

Spend your retirement thriving

Spend your retirement thriving

How to make your retirement rewarding and meaningful.

Retirement & Longevity

Favorable current strategy - yield and duration

Favorable current strategy - yield and duration

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Growth in real money supply is what is important for taming inflation, and for the Fed

Growth in real money supply is what is important for taming inflation, and for the Fed

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Market and economic dynamics to keep an eye on

Market and economic dynamics to keep an eye on

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

When markets are down, what should you do about RMDs?

When markets are down, what should you do about RMDs?

Keep these strategies and considerations in mind.

Retirement & Longevity

Fed raises interest rates with a 25 basis point increase

Fed raises interest rates with a 25 basis point increase

Indications from the central bank are that its tightening cycle is drawing to a close.

Markets & Investing

Start the conversation about quiet quitting

Start the conversation about quiet quitting

Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.

Business Ownership

Incremental progress emerging in the banking sector fallout

Incremental progress emerging in the banking sector fallout

CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.

Economy & Policy

Are you protected from market mayhem?

Are you protected from market mayhem?

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Plan for the future because that’s where you are going to spend the rest of your life.

Mark Twain