Broker Check
515 East Mill Street Suite 3
Plymouth, WI 53073        (920) 892-4510
         

Financial Services

We offer clients access to an assortment of quality, non-proprietary investment choices. 

  • Managed asset plans - for professional fee-based portfolio management.
  • Retirement planning - to design an investment strategy to help you work toward meeting all of your retirement goals.
  • Estate planning - for preservation of wealth from generation to generation.
  • Endowment and non-profit services - for institutional-level portfolio management.
  • High-net worth solutions - for wealth management with increasing complexities.
  • Individual stocks - to provide you with added long-term growth potential.
  • 401(k) plans - through our Milwaukee based 401(k) fiduciary. 
  • College planning - long-term planning to ensure you’re ready when your children are ready.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance