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Financial Planning Services of the Chippewa Valley

Serving the Eau Claire Area

Our team seeks to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to help guide you towards your long-term financial goals. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.

Our clients include individuals from all walks of life including business owners, executives, retirees, and anyone looking for value, depth and range of experience, and an advisor with independent status. We have the freedom to choose from widely available, non-proprietary financial instruments and can tailor a solution to your particular needs. 

Our Process

Here's what you can expect from us throughout your financial journey:

Educate

ima eau claire;We strive to educate our clients before we begin our work together. The more you understand, the easier it will be to make decisions.

  • Explain what you currently have
  • Share the importance of retirement, education, tax, & estate planning

Establish Goals & Gather Data

ima eau claire;We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.

  • Develop a net worth statement
  • Map out debt management strategy
  • Map out cash reserve development & maintenance strategy

Analyze

ima eau claire;Using multiple tools we will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.

  • Risk assessment & evaluation
  • "What-if?" Scenario Planning

Recommend & Implement

ima eau claire;Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.

  • Account consolidation
  • Customized portfolio management
  • Tax-efficient investments

Review & Adjust

ima eau claire;The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.

  • Work with your CPA on tax reduction strategies, Roth conversions, probate avoidance strategies, etc.
  • Work with your attorney on estate plans, nursing home avoidance, funeral trusts, etc.

Contact us to request an appointment!

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*Investing involves risk including the potential loss of principal. No investment strategy including asset allocation can guarantee a profit or protect against loss.