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

Senior Registered Branch Associate

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

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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

Webinar replay - The great American road trip

Webinar replay - The great American road trip

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Trade and tariffs: The impact on consumers

Trade and tariffs: The impact on consumers

Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that an across the board increase in tariffs has the potential to push inflation higher.

Economy & Policy

Social Security increases benefits by 2.5% for 2025

Social Security increases benefits by 2.5% for 2025

The 2025 Social Security cost-of-living adjustment (COLA) has been announced.

Retirement & Longevity

Five things to keep an eye on during earnings season

Five things to keep an eye on during earnings season

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Many reasons to doubt the strength in employment

Many reasons to doubt the strength in employment

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Make the most of Medicare's open enrollment period

Make the most of Medicare's open enrollment period

With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

Retirement & Longevity

Final stretch before election day: Everything and nothing has changed

Final stretch before election day: Everything and nothing has changed

Managing Director, Washington Policy Analyst Ed Mills notes that the reality is the 2024 Presidential Election is likely to come down to a small number of voters in key swing states.

Economy & Policy

Infographic: Outsmart the scams

Infographic: Outsmart the scams

Stay vigilant against online fraudsters with these common scams and best practices to avoid them.

Technology & Innovation

Unlock the full potential of profit sharing

Unlock the full potential of profit sharing

Determining the ideal profit sharing design for your organization.

Business Ownership

Make your final tax-saving moves before Dec. 31

Make your final tax-saving moves before Dec. 31

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.

Tax Planning

Getting specific – A working strategy

Getting specific – A working strategy

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

Markets & Investing

The U.S. economy is on track for a soft landing

The U.S. economy is on track for a soft landing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

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

Mark Twain