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.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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.

Suggests considering life insurance for stability during uncertain markets.

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

Explains how future tax rules may impact deductibility of charitable donations.

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

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate how much income and savings you may need in retirement.

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