Introduction

Center for Financial Planning, Inc. ("The Center"), founded in 1985, is recognized as one of the premier financial planning firms in the Midwest.  Our comprehensive approach to each client relationship is aimed toward helping our clients lead more satisfying and fulfilling lives. The financial planners of The Center have decades of financial planning experience, and collectively oversee investment assets in excess of seven hundred  million dollars for individual clients.  The Center’s advisors are often quoted in the local press and industry trade publications, and are also frequent speakers to consumer and professional groups.

For over twenty years, The Center has delivered on its mission of helping clients and their families to make sound financial decisions, moving them toward continual financial success and the lives they desire. 

We expect our clients to share our commitment to integrity and find that our firm is best suited to serve clients that have investment assets greater than $350,000, net income of over $150,000 or a net worth in excess of $1,000,000. If you seek the benefits of a trustworthy relationship we invite you to learn more.  

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