Broker Check

Faithin the future.

Sound financial planning
and ongoing support to help
you stay the course.

DISCIPLINEto stick with a plan

Sound financial planning
and ongoing support to help
you stay the course.

PATIENCEto see it through

Sound financial planning
and ongoing support to help
you stay the course.

Anything Worth Having Takes Time to Build

With more than 100 years of combined experience, we’ve built our reputation for dependability, transparency, and exceptional service one client at a time. Our investment ideology is conservative, and our strategy is simple: design a sound financial plan that supports your goals, then help you stick with it over the long term.

Learn more

Our Team

A Family Firm
Our close-knit team has been together for 20+ years, so we’re kind of like a family ourselves. We help multi-generational families, individuals, and businesses prepare for a comfortable life after retirement—or whatever their goals happen to be. Tell us what you’re working toward and we’ll help you get there.

Learn more
James Debuque, CPFA®, CPWA®, CRPC™

James Debuque, CPFA®, CPWA®, CRPC™

MANAGING PARTNER

Timothy M Baltz, CPFA&#174;, CRPC<sup>&#8482;</sup>

Timothy M Baltz, CPFA®, CRPC™

MANAGING PARTNER

Wendy Fratrik, CRPC<sup>&#8482;</sup>

Wendy Fratrik, CRPC™

CHIEF OPERATING OFFICER,
SENIOR WEALTH ADVISOR

It’s a Marathon, Not a Sprint.

Creating a financial plan isn’t the hard part. Sticking with it over the course of years or even decades is the biggest challenge for most investors. Our disciplined planning process and ongoing support helps you focus on what you can control so you’re better equipped to weather the ups and downs while working steadily toward your goals.

Learn more

Our Services

With You for the Long Haul
We customize every plan based on what’s important to you, but that’s just the beginning. We’ve built long-lasting relationships with our clients because they know they can rely on us for sound, practical advice when encountering the unexpected. This is some of what we offer:

Learn more

01General Financial Planning

Creating strategies to effectively manage and optimize client's financial resources for both short-term and long-term goals.

02Retirement Planning

Crafting a financial roadmap to ensure a comfortable and secure retirement future.

03Estate Planning

Organizing and managing one’s assets to ensure their orderly distribution and minimize taxes.

04Tax Planning

Strategizing to minimize tax liabilities while optimizing financial decisions.

05Behavioral Counseling

Guidance in facilitating financial discussions and assistance with goal clarification.

self-employed-retirement-plans=Self-Employed Retirement Plans my-retirement-savings=My Retirement Savings understanding-your-estate-tj5cv=Understanding Your Estate common-tax-filing-errors-to-avoid-tj5cv=Common Tax Filing Errors to Avoid take-charge-of-your-401k-tj5cv=Take Charge of Your 401k 8-timeless-principles-of-investing-tj5cv=8 Timeless Principles of Investing partnership-with-lpl-kf26a=Partnership with LPL lpl-by-the-numbers-fdc80=ABOUT LPL   Home=/ About=/about-us Services=/our-services Resources=/resources Articles=/resource-center/articles Blog=/blog Client Login=https://myaccountviewonline.com/login/ Contact Us=/contact-us Site Map=/sitemap