“My husband and I want to thank you for the help you gave us in arranging our Funeral Trusts. Thanks to you we now have our final arrangements taken care of and we didn’t have to go to a funeral home to do it. We plan to call you soon and discuss the Estate Trust you mentioned.”

“Thank you so much for helping me get my affairs in order. Your Asset Protection Review was very thorough and complete. It makes me happy knowing everything is taken care of.”

“Thanks for inviting us to your Estate Protection Seminar. We found the information very helpful and our follow-up meeting with you was very beneficial. We have told all our friends about you and I’m sure they will be contacting you soon.”

Palmyra, Wisconsin Office
422 North Second Street
Office Phone: (262) 485-2223
Cell Phone: (608) 732-0382

Janesville, Wisconsin Office
One Parker Place, Suite 321
Cell Phone: (608) 732-0382
Toll-Free: (866) 337-4779

People our age are facing many different financial concerns:

• "How can I maintain my monthly income with rates down?"
• "My investments are declining! What can I do?"
• "My taxes keep going up. What can I do?"
• "How can I plan for rising health care and nursing home costs?"
• "How can I effectively pass money on to my children and grandchildren."
• "How can I pay for nursing home expenses, if I need them?

As you might imagine, there are many options to consider - and lots of financial experts willing to tell you how to invest your money. As an Independent Advisor, my role is to help you sort through all the options and choose the ones that are appropriate for your needs and wishes. For your convenience, I have included several different calculators and informational articles on this site to help you.

I also work with several reputable estate planning attorneys and other professionals who can help you make wise choices that can help protect you and your money.

Consultations are complimentary and confidential.