Investment Planning

We are an independent financial planning firm with access to competitive products and services. Dean Callison and Dave Sorenson are both Registered Representatives and Investment Advisor Representatives with Woodbury Financial Services, Inc., a member firm of Advisor Group. In addition, our clearing services are provided through Pershing LLC, the largest provider of clearing, custody, and business solutions for financial organizations in the industry. Pershing LLC operates under parent company Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank.

This means that you can receive objective advice and a highly personalized level of service through an independent firm while at the same time having access to institutional money managers and specialized money management services. Your account balances, portfolio holdings, and tax statements, are available to you through our Anytime, Anywhere Access which allows you to check your accounts on the go.