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About Us

Kurt Triebold and his team provide financial planning and investment services.  With over a decade of experience, our focus is on providing advice that is based on our client's individual goals.

Dedicated to creating long term relationships, we work with our clients in determining what strategies fit within their overall financial game plan.  Rather than making isolated investment decisions, we help analyze how each piece might affect your overall financial picture.  We believe this process helps create a more efficient path toward pursuing your financial goals.

We also believe financial education is an extremely important component to our clients overall potential.  This website is a resource you can use to further your financial education.  Financial calculators, timely newsletters, stock ticker lookup, dates for upcoming workshops, as well as links to your own accounts are just some of the tools available on this website.

If it has been awhile since you have met with your financial advisor, or you have always wondered if someone could do better, give us a chance at a second opinion.