WHAT I DO: I help business owners and pre-retirees in the trades with planning for retirement, investing, insurance, business succession planning, and tax savings strategies. WHO I WORK WITH: I work with small business owners and pre-retirees in the trades including:
- Contractors
- Lineman
- Engineers
- Electricians
- Plumbers
- HVAC Technicians
- Steamfitters
- Welders
- Carpenters
- + Many
Others
WHAT MAKES ME DIFFERENT: Having grown up with family and friends in the trades, I understand the unique challenges and opportunities that they face. Unlike other financial advisors who may not fully understand the in and outs of these industries, I take the time to educate my clients on their options and help them make informed decisions. I share the same values and hobbies as many of our clients in the trades and want to help them get the retirement they deserve. Also, we have no asset minimums and do not push products, meaning that we are committed to the best interests of our clients. We understand that financial planning can be complicated, but our team tries to make the process as simple as possible. As a local firm, we understand the lifestyles of people here in Wisconsin and can help our clients create financial plans that work for them and their families. Whether they are planning for retirement, looking to grow their business, or saving for that cabin up north, we are committed to providing expert guidance and top-notch customer service every step of the way. Email me at [email protected] or call me at 920-680-9925
