Friday 9:00 am - 4:00 pm
We are a fourth generation family business who specialize in safe and secure investment products. We cater financial plans for each individual client. Our personal mission is to help pre-retirees and retirees achieve financial security so they can enjoy their retirement and all the benefits that comes with it. We accomplish that by providing the most up-to-date education to our clients and creating a personalized retirement plan for each individual.
We have offices and professionals located in our Wausau Area office in Rothschild as well as in our Eau Claire, WI offices located at 2004 Highland Avenue, Suite O, Eau Claire, WI 54701.