Meet our team
We welcome you to our website where we hope you'll find helpful information about a variety of financial management possibilities. Finances and knowing how to handle them can be complex and daunting, especially when the demands of your life already have you pulled in all directions! We are here to help. Financial Strategies of Wisconsin is family-owned, family-focused and truly ethical. Since 1975 we have been serving all ages, newborns to centenarians, and all major life events, birth to retirement and beyond. With our experienced, straightforward team of Financial Representatives, Investment Advisors, Insurance Advisors, Tax Accountants, and an Estate Planning Attorney, and an accumulation of nearly 110 years of knowledge, we offer a uniquely comprehensive approach to a variety of financial and insurance needs.
Our entire team at Financial Strategies of Wisconsin is dedicated to ONE thing that can be summed up in ONE word - SERVICE. We care about our clients and work diligently with them on a personal level as if they were our family too. Creating a positive, no pressure client experience with positive, real solution outcomes are paramount to us. With privacy held in the highest regard, we are committed to work hard and respectfully every step of the way to maintain our client's trust and confidence. We hope you visit our website again and, more importantly, become a client and "Experience the Difference" yourself.
Click on Free Portfolio Risk Analysis, below, an innovative tool used by thousands everyday for a quantitative way to pinpoint how much risk you want and need to achieve your financial goals. It'll empower you to hang in there and stay invest the right way for greater success. Investing does involves a degree of risk, even the potential loss of principal.