YOUR FINANCIAL PLANS SHOULD BE FLEXIBLE
ENOUGH TO CHANGE, TOO.
Growing family. New career. Kids’ education. Retirement. Travel.
Life requires a blueprint for making smart financial choices and preparations, unique to your plans and goals.
We’re here to help.
Build the right financial design. With the right services. For the right purposes.
YOUR DESIGNERS
We are Steve and Michelle Smalenberger, a husband-wife team with a passion for helping others develop
a path to financial success.
DESIGN PROCESS
Every successful design starts with a detailed blueprint. Our experienced designers collaborate with you to build a
roadmap for success.
OUR SERVICES
We advise on financial planning (building wealth) and wealth management (maintaining wealth) — fee-only, with no interest but yours.
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[Video] Employee Benefits: Disability Insurance
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[Video] Investing in a 529 College Savings Plan
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LATEST VIDEOS
What's Your Financial Health?
Download the Free Financial Health Checklist to Find Out
Benefits of analyzing your financial health:
- Strategize so your retirement goals are met.
- Plan ahead so you know what to expect the following year.
- Learn about tax saving ideas you might not be aware of.
- Keep organized and complete loose ends.
