Consulting Services

Do you have a specific need for which you would like advice?   Even if we do not manage your investments, we would be happy to engage in a consulting agreement for either a flat fee or an hourly rate.

Examples include:

  • Retirement Projections and Planning
  • Social Security and Pension Analysis
  • Selling Investment Real Estate or a Business  -  Timing Matters!
  • Long Term Care Planning
  • Stress Testing Your Portfolio
    • Effects of a Bear Market
    • Proper Allocation
    • Rising Tax Rates
    • Potential Inflation
    • Premature Death
    • Unexpected Large Expenses
    • Risk Assessment

Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at