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ABOUT US

We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

We have taken time-honored values such as trust, loyalty and integrity instilled by our Midwestern beliefs and applied them to our life’s work as financial counselors, devoting our more than 75 years of collective experience to the multi-generational needs of the families we serve. From accumulating wealth during your working years to managing income for retirement, we’re not only here for life – we’re unequivocally here for you.

LEARN MORE

SPECIALTY SERVICES

Whatever your goals may be, our team is here to help you reach them.

Asset Management

We offer a broad range of products, including life, term life fixed, estate planning, disability, and long-term care insurance options, as well a range of annuities.

LEARN MORE

Financial Planning

Our team is practiced and proven. Our 75 years of collective experience, paired with modern and ever-progressing tools and research, result in enduring support throughout life’s stages.

LEARN MORE

Formidable Fund

Our hedge fund that utilizes a coordinated mix of dynamic analysis methods and progressive models to invest in securities we believe to be an opportunity for our clients.

LEARN MORE

COMPREHENSIVE INVESTING

Achieving Your Financial Goals At Every Life Stage

At Formidable, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.

LEARN MORE

Thoughtful investment strategies combined with methodical, tax efficient, strategic allocations are key ingredients to the recipe of investment success.

WE ARE FORMIDABLE

Meet The Team

READY TO TALK?

Let us know how we can help and a member of our team will help get you started.

ABOUT US

We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

We have taken time-honored values such as trust, loyalty and integrity instilled by our Midwestern beliefs and applied them to our life’s work as financial counselors, devoting our more than 75 years of collective experience to the multi-generational needs of the families we serve. From accumulating wealth during your working years to managing income for retirement, we’re not only here for life – we’re unequivocally here for you.

LEARN MORE

SPECIALTY SERVICES

Whatever your goals may be, our team is here to help you reach them.

Asset Management

We offer a broad range of products, including life, term life fixed, estate planning, disability, and long-term care insurance options, as well a range of annuities.

LEARN MORE

Financial Planning

Our team is practiced and proven. Our 75 years of collective experience, paired with modern and ever-progressing tools and research, result in enduring support throughout life’s stages.

LEARN MORE

Formidable Fund

Our hedge fund that utilizes a coordinated mix of dynamic analysis methods and progressive models to invest in securities we believe to be an opportunity for our clients.

LEARN MORE

COMPREHENSIVE INVESTING

Achieving Your Financial Goals At Every Life Stage

At Formidable, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we'll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you're in.

LEARN MORE

Thoughtful investment strategies combined with methodical, tax efficient, strategic allocations are key ingredients to the recipe of investment success.

WE ARE FORMIDABLE

Meet The Team

READY TO TALK?

Let us know how we can help and a member of our team will help get you started.