About Our Firm
GreatFutures® has built on a long track record of professional experience in serving successful retirees and pre-retirees. We believe that managing wealth at this critical life stage requires a dedicated, personalized approach.
Our practice is intentionally kept small to ensure every client relationship is a genuine partnership built on open communication and trust.
Guiding Complex Financial Decisions
We founded GreatFutures® because we recognized that complex financial decisions often benefit from clear, customized guidance, not one-size-fits-all advice. We support clients by distilling complex financial information into understandable steps.
Our history is one of long-term commitment, providing continuous, sophisticated guidance to help families protect what they've built and pursue their vision for retirement.
Ameriflex
The AmeriFlex Group® provides a tech-driven transitional wealth planning process that provides clients with the control they desire. They simplify complex financial situations – a sale of a business, employer stock options, executive compensation, transitional wealth events like retirement, legacy planning, and asset protection – into digestible financial plans. They believe investment management is a commodity, but financial planning is where true value is found.
The AmeriFlex Group® serves 140+ financial advisors and has ~$14B in Assets Under Management.
Cambridge
Cambridge Investment Research is a privately‑held, independent broker‑dealer founded in 1981 and headquartered in Fairfield, Iowa. As one of the largest independent broker‑dealers in the United States, it empowers financial professionals with flexibility and choice—free from proprietary products. Cambridge offers a comprehensive suite of services including advisory platforms, back‑office support, compliance, coaching, succession planning, and cutting‑edge technology solutions. The firm is recognized for its entrepreneurial culture, adviser‑centric resources, and multiple “Broker‑Dealer of the Year” awards.
