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The office will be closed on 12/24, 12/25, 12/31 & 01/01/2026 and will have limited staff on 12/26, 12/29 & 12/30.  Our regular office hours will resume on Fri. Jan. 2nd 2026.

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Blog

Peter Heimerman | Dec 2, 2025

One Economy, Two Realities: Understanding Today's Economic Divide

Finance
Investments
Savings
Credit
Risk Management
Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.

This isn't

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Peter Heimerman | Nov 2, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Peter Heimerman | Oct 2, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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1717 Wolf Road, Unit E
Richfield, WI 53076

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Call or Text: 262-251-7765
Fax: 262-251-7784

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Securities offered through LPL Financial, Member FINRA/SIPC.  Straight Arrow Financial Group is another business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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