Individuals and Businesses

We offer the following services for families and individuals:

  • Financial Planning
  • Retirement Planning
    • IRAs
    • Rollover IRAs
    • Roth IRAs
    • 401(k)s
    • 403(b)s
    • SEPs
    • Keoghs 
  • Asset Management
    • Stocks
    • Mutual Funds
    • Variable Annuities
    • Bonds
    • Alternatives
  • Qualified Plan Services
  • Tax Planning
  • Education Planning
  • Insurance Planning
  • Long Term Care 
  • Risk Analysis
  • Estate & Legacy Planning
  • Charitable Gifting

We offer the following business services:

  • Profit Sharing Plans
  • Qualified Retirement Plans
  • Key Executive Benefits
  • Succession Planning
  • Employee Educational Seminars

Need help reading your statement?
Interested in going paperless?

Please call our office at (920) 390-4555 and speak with Kathie for more information.