CONNECT

Address:

1505 9TH STREET
MONROE, WI 53566

Phone:

608-396-6600

Our Services

What do we offer?

Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, BDC's, life insurance, disability insurance, health insurance, long term care insurance, 401(k)'s, corporate benefits, stock option planning, tax planning, budgeting, and much, much, more

My goal is to help families, retirees, and small business owners grow their retirement income. This is done by aiming to lower their fees and expenses, grow investments tax deferred and in some cases tax free. Implement programs to manage the downside risk with proper portfolio diversification. Last find money to help students go to college with tax free dollars.*

My personal practice centers on handling three types of individuals:

  1. Retirees
  2. Small Business Owners (under 100 employees)
  3. Blue collar worker  

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck