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...]