We create customized, detailed plans for families, whether they’re young and need a plan for funding college or saving for a home, are squeezed between caring for both their kids and their parents, or whether they’re baby boomers nearing retirement.
WE HELP FAMILIES PLAN FOR THEIR UNIQUE GOALS
INDEPENDENT, FIDUCIARY ADVICE.
We are a completely independent financial advisory firm that puts you first. As a fiduciary, we are legally obligated to put your best financial interests above all else when we give you recommendations and advice. We wouldn’t want it any other way!
VALUES AND INTEGRITY.
Nothing is more important to us than delivering you a professional financial or retirement plan and reviewing it regularly to make sure it’s on track. We are a fee-based, transparent, unbiased firm dedicated to helping you achieve your distinct objectives.
PERSONALIZED PLANS.
ABOUT US
Our core values are: (1) Family. We are deeply committed to family values, helping to create and protect the foundation for your quality of life. (2) Respect. We show respect by understanding each family has its own strengths, experiences and vision for what tomorrow may bring. (3) Trust. Trust is sacred and must be earned. (4) Optimism. We choose to look at the world in a positive light and have faith that the future will be bright, but we also plan for any eventuality. (5) Diligence. Every promise made will be fulfilled, because it matters.
Our Philosophy
We believe that in any area of life there are certain fundamentally important relationships that lead to success. Whether they are personal, scientific, or stock market related, these relationships when brought together tend to increase the probability of success. The clients we serve the best are savers, builders, and investors. They have an appreciation for professional advice and are people who are about their family and have a passion for the goals they want to achieve in their life and/or legacy.
MEET TODD COUR, FOUNDER
Todd Cour
Founder
“We live in a world of unlimited information and choices that come at us 24/7! How do you save and do more with what you have? How do you align your financial decisions toward a common goal; creating a reliable and secure retirement? How do you learn which factors you can control and which ones you can’t in order to focus on what matters? Your money is a valued resource and must be treated as such so that you can pursue those things that are nearest and dearest to your heart, whatever they may be. I take my role as a fiduciary very seriously because you need an independent voice free of the politics, financial products, and media articles…most of which is really just advertising in disguise.”
- Board Member Riverview Hospital Association
- President of Wisconsin Rapids Rotary Foundation
- Board Member SOAR 501c3
- 2013-2014 President of Wisconsin Rapids Noon Rotary Club
- Rotary Foundation Youth Exchange Officer – 2014
Services
Events
12Dec
Social Security
Thursday, Shurwest
19Dec
Social Security
Thursday, Shurwest
26Dec
Social Security
Thursday, Shurwest
02Jan
Social Security
Thursday, Shurwest
09Jan
Social Security
Thursday, Shurwest
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Client Login
Financial Focus is a web aggregation tool that allows you to consolidate all of your accounts, assets and information into one secure location for a simplified view. Outfitted with some of the most advanced security features and protocols to keep all data safe, the comprehensive security measures include password protection, secure socket layer encryption, firewalls, intrusion detection and inspections to ensure the privacy of your personal website.
Each night your accounts are updated allowing you to see where you are at all times and view up-to-date reports to monitor your progress at any time. Financial Focus can become your single secure-access point to consolidate and track all of your financial data.
Available Custodial Platforms
One important aspect of being independent is access to high-quality custodian relationships.
Our Partners
Regal Investment Advisors is a full service financial firm specializing in retirement planning, investment management, multi-generational planning and multi-family office services. They’re located in Kentwood, MI.
