Exemplar Financial Network - Walworth Team

Exemplar Financial Network - Walworth Team Wealth Advisors - Heidi L. Alten, AIF, BFA & Jacob Ries, AIF, BFA
Support Stars - Alyssa Erickson & Amber DeVault

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with r

esidents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to cou...
06/23/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/20/2026
There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring ...
06/18/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/16/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

No two clients are the same. Nor are their portfolios.The strategies that serve someone building wealth at 55 look very ...
06/11/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
06/09/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

Someone is really taking their 3 o’clock break seriously! 👌🏻🥺😂
06/04/2026

Someone is really taking their 3 o’clock break seriously! 👌🏻🥺😂

“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou
05/30/2026

“Success is liking yourself, liking what you do, and liking how you do it.” – Maya Angelou

Address

630 Kenosha Street, PO Box 178
Walworth, WI
53184

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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