Clarity, Care and Consistency
We believe true financial planning means seeing the full picture—not just investments, but everything that impacts your financial life. From cash flow and protection planning to retirement income, tax strategies, asset management, and estate planning—we’re here to guide every step.
Our process is built around you. Regular check-ins, detailed reviews, and thoughtful planning conversations ensure nothing gets missed and every decision stays aligned with your goals. With a clear roadmap and a team who stays in sync with your evolving needs, you can focus on what matters most—enjoying life, not managing finances.
Team Madson-Pollock
Insights
Team Updates | Welcome to the World, Kirby!
Congratulations to financial advisor Evan Kvittem and his wife, Ketrin, on the arrival of their second child, Kirby Aleksander, who was born on March 17, 2026. His older sister, Mila, […]
Tax Updates for 2026 | Get Ahead of your Taxes this Year
With the tax deadline now behind us, this is an ideal time to shift from a filing mindset to a planning one. The decisions you make in the coming months […]
Upcoming Webinar: Economic and Market Update
With Meera Pandit, CFA, Executive Director J.P. Morgan Asset Management Wednesday, April 22, 2026 12:00 PM Central Time We are pleased to welcome Meera Pandit, Executive Director and Global Market […]
