It's Medicare Open Enrolment (October 15- December 7). During this time you can review and select a new Medicare Advantage or Drug Plan for 2020. Health care is one of the most expensive items in almost everyones budget. If you're enrolled Medicare or will be soon call me (715-701-2966) for a free review of your options!
As your Financial Advisor, I will provide you personalized and professional financial services to help you take control of your finances and reach your goals. I can help you plan and manage various stages of your financial life.
Depending on what stage you are in, I can assist with planning for asset accumulation, growth potential, consolidation, and asset protection strategies, college funding, retirement income planning (including Social Security claiming strategies), Medicare options, and providing for life's unexpected events. Please view the My Services section of this site for a more complete listing of the services I offer.
For links to other useful and informative financial websites view my frequently updated Featured Links Page.
Please contact me today to schedule a confidential meeting to discuss your specific financial needs.