top of page

Investment and Financial Services

2923 Marketplace Drive
Suite 210
Fitchburg, WI 53719

Phone:

608.274.9110

Fax:

608.274.9176

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Wisconsin Financial Group, Inc.

At Wisconsin Financial Group Inc., we use a system and process called Wealth Building Cornerstones. This system enables us to provide individuals and families with a simple, easy to understand, powerful process that helps maximize the use of their money for wealth building and protection. It is educational in nature, designed to help individuals and families understand the critical steps of efficient planning. From wealth building to protection, we take a "begin with the end in mind" approach. This is the basis for smart, effective, and efficient planning.

Because we understand that your judgment and financial decisions are only as good as the information you receive, our goals are to:

  • Educate our clients on the available strategies and alternatives to allow them to make their own sound financial decisions.
  • Provide the financial products and services necessary to implement the chosen strategies.

This makes Wisconsin Financial Group, Inc. an excellent choice for anyone serious about personal or business financial management.

Outlines best practices for safe peer-to-peer payment app transactions.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Offers tips to couples with opposite financial styles for finding balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How Long Will Your Funds Last?

Estimate the future value of your current savings.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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