General Info

At Financial Strategies of Wisconsin LLC, we know that no one financial strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. As your local insurance and financial planning professionals, our services include IRA’s, 401(k)s, SIMPLE IRA’s, retirement planning, wealth management, investment advisory services, estate planning, Medicare plans, Affordable Care Act, life insurance, and funeral trusts. Our experienced, dedicated team is ready to help you better prepare for the future by tailoring strategies to your specific needs and goals. We look forward to developing a long-term, trusting relationship with you, so call us today!