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®
Investment Adviser Representative, Financial Advisor Registered Principal, RJFS
Laura Christofferson bio image
Laura N. Christofferson, CFP®, CDFA™
Investment Adviser Representative Financial Advisor
Carol Klatt bio image
Carol M. Klatt
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

Latest News

Visualize your future [VIDEO]

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
A volatile year with a silver lining

A volatile year with a silver lining

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
When would it be ok to start cutting rates, and by how much?

When would it be ok to start cutting rates, and by how much?

Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recapping November’s key market events

Recapping November’s key market events

Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Why do the wealthy borrow? Sometimes, debt makes sense

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Equities rebound in November, ending a three-month slide

Equities rebound in November, ending a three-month slide

The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing
Never stop earning

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability

Understanding the difference between long-term care and long-term disability

A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Bond market perspective

Bond market perspective

Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How AR is impacting business

How AR is impacting business

The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Financial resolutions for 2024

Financial resolutions for 2024

Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain

Are you ready? Let’s uncover the possibility of working together.

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