Meet the Team

At our firm, we have the client—and only the client—in mind.

After decades of advising clients, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp and use time-tested concepts to pursue their financial objectives. We feel a commitment to those who have taken the risk and invested the time to build businesses that serve the needs of Americans. Exit planning combines the plan, concept, effort, and process into a clear, simple strategy to prepare those businesses to be transferable through the development of strong human, structural, customer, and social capital. The future of the business owner, their family, and the business itself are addressed by exit planning through creating value today.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex business landscape. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Mike Moffitt

Mike Moffitt, ChFC,CEPA,CVB

President, CEO

800-827-5577

641-782-4104

Matt Stange

Matt Stange

Personal Planning

641-782-5577

641-782-4104

Sam Zurcher

Sam Zurcher

Financial Advisor

641-505-1277

641-782-4104

Jim Zipursky

Jim Zipursky

CEO at Corporate Finance Associates Worldwide

641-782-5577

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.