Your retirement income-focused financial professionals.

Would you value thoughtful, professionally guided decisions?

We are here to help! Schedule your appointment today.

Brad Olson (262-649-9202, or email

David Wahl (262-293-4241, or email  



We offer caring, professional, confidential, personal service:

  • Retirement Planning
  • Long-term Care Planning
  • Estate and Tax Planning
  • Money and Wealth Management
  • Life and Long-term Care Insurance
  • Financial Seminars and Webinars
  • College Financial Planning
  • A+ Accredited by the Better Business Bureau

The very purpose of our relationship with you is your happiness, your confidence, and a successful retirement. Welcome!

Confident About Investing? Want To Know More?

Have fun challenging yourself with our enjoyable quiz: "My Investment Awareness."

We Are a TRUE Long-term Partner

We Are a TRUE Long-term Partner

Experienced, knowledgeable, and small enough to truly care: 

  • Objective
  • Accountable
  • Knowledgeable

SO EASY to contact us!
An Important Distinction 

An Important Distinction 

Our investment methodology is unique: it actively applies these principles:

  The Nation's "Business Cycle"

  •  Phase 1. Economic Expansion (Recovery)
  • Phase 2. Peak (Economy at Highest Level)
  • Phase 3. Contraction (Recession)
  • Phase 4. Low (Trough - Economy Hits Bottom)

      Your "Financial Life Cycle"

  • Phase 1.  Asset Accumulation
  • Phase 2.  Asset Growth
  • Phase 3.  Asset Preservation
  • Phase 4.  Retirement Fine-tuning
  • Phase 5.  Estate Distribution
Financial Life Cycle - It's Important
Experienced Professionals

Experienced Professionals

More than just skilled and professional money managers:

  • Caring portfolio work
  • Active involved listening
  • Conscientious customer service
  • Regular but useful communication
  • Valuable seminars & materials
Our clients send us their friends and family

OTFS Short-term Economic Briefing -- {Your Personal Money; Our Nation's Economy}

Short-term ECONOMIC BRIEFING (Holy Week - April 2021)

"Up Close and Personal" -- Get to know one of our advisors better!

Let us know how we be of can help!

Click to see a photo of Alf Hickey, CFA

Read more -- "Partly Personal-(Alfred Hickey)"

Sharing A Wealth Of Skills -- Our feature, "A Deeper Dive"

Enjoy our articles we call, "A Deeper Dive."  Each is prepared by one of our advisors. Welcome!

Go to our latest "Deeper Dive" (Smart Do It Yourself Investing)
Our Process is Confidential; it is Highly Customized to Your Goals.

Our Process is Confidential; it is Highly Customized to Your Goals.

We listen, we probe, we ask, we discover, we guide, we suggest.

We learn what's important to you and why.

And, we have a wealth of educational materials and seminars to share.

We truly look forward to working closely with you .. as your trusted partner.

CURRENT SPECIAL FOCUS: Long-term Care Can Devastate Your Retirement

How to Pay for Long-term Care?

We are Fiduciaries.  We advise in YOUR best interests.

When we make a recommendation regarding any account, securities transaction or investment strategy involving securities, the regulation entitled Best Interest (Reg BI) requires all financial professionals to act in the best interest of the customer. We must not, by law, put any financial or other interest ahead of YOUR best interests.

Learn More Here - Best Interests

WOULD YOU LIKE TO MEET? Please use this form, click on our "Schedule an Appointment" link, or simply call 262-649-9202. Welcome!

Thank you!