Registration is now open for our Retirement Planning Today classes! Join us for this Retirement Planning workshop, a financial education course offered virtually through the UW-Extension for adults that are between the ages of 50-70. Dates Offered: Thursday's, January 28th, February 4th, & February 11th Wednesday's, February 3rd, February 10th, & February 17th Tuesday's, February 9th, February 16th, & February 23rd Time: 6:30 pm - 8:30 pm Location: This is a virtual … [Read more...]

We wanted to remind everyone of our upcoming education events. All events are completely virtual and begin at 6:00 p.m. Here are a list of the remaining events: Wednesday, October 21st – Tax Planning and the SECURE Act will be presented by the WDS advisors.   Wednesday, October 28th – Wills & Trusts feature Attorney John Haslam with Wilson Law Group, LLC.   Wednesday, November 18th – Medicare Event feature Al Frank, Medicare Specialist with Frank Insurance Group  You can find … [Read more...]

Mindful of our shared effort to help contain the spread of COVID-19, we have decided to postpone and reschedule our 2nd quarter events. Here are the updated dates: 3rd Annual Trivia Night to benefit the Second Harvest Foodbank of Southern Wisconsin will now take place on Friday, October 2nd, 2020. For more information, please visit our Charity event page, Click here.  Wills & Trust Education event will now take place on Wednesday, October 28th.For more information, please visit our … [Read more...]

In an effort to take additional precautions towards social distancing and to comply with Governor Evers “Safer at Home” initiative, we have locked our office doors effective immediately. If you need to drop something off, please call (608)848-2389 first. After receiving confirmation from us, you may then leave the items in the drop box that we now have outside of our office doors and we will immediately retrieve the items after you leave. If you need to pick something up, please stay in your car … [Read more...]

Due to the COVID-19 pandemic, and in order to provide the healthiest environment for our clients, staff and community, we have decided to no longer hold in office appointments until further notice. If you have an upcoming meeting with an advisor in our office, you will be contacted with the option of doing a phone meeting or virtual meeting through Zoom. In addition, we have had to cancel and reschedule some of our education events, retirement classes and our Charity event. The Global Market … [Read more...]