COVID-19 — SSFFA’s Modified Work Arrangements Learn More »

Get Power and Control Over Your Finances

Step Toward Your Dreams

Exclusive Wealth Services for SSF Clients, Family and Friends

INDIVIDUALS

We work with high-net-worth individuals and entrepreneurs to reach their wealth and investment goals.

LEARN MORE

DASHBOARD

SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place.

LEARN MORE

QUESTIONS ABOUT YOUR FINANCIAL FUTURE?

Ask Us

TRUST

With more than a decade of experience, we have built our reputation around integrity and the commitment to our clients’ success, not a commission check.

EXPERIENCE

As both financial advisers and CPAs, we have the foundation to create an all-encompassing view of your investment planning while maintaining a keen eye on tax considerations.

FLEXIBILITY

We consider every possibility available and will never limit you to proprietary products or a one-size fits all solution.

Jerry Krause

Managing Member

Meet Jerry

Gary Price

Managing Member

Meet Gary

Cynthia Morris

Wealth Adviser

Meet Cynthia

Debbie Koelling

Operations Manager

Meet Debbie

LET’S WORK TOGETHER

We provide our clients with peace of mind that their financial matters are being handled safely, securely and seamlessly. Your future is in your hands, we’re simply here to help you maximize your potential.