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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

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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.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Explains special costs and financial implications of condo ownership.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Estimate the future value of your current savings.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How Long Will It Take to Pay my Balance?

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

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