Are you prepared for more change?
It's been said there are only two things you can be certain of, death and taxes. But in today's world there is one other compelling certainty – CHANGE. And change is happening at an unprecedented pace.
You likely don't need to be reminded of how change can impact your personal and financial life. But as trusted advisors in the financial planning community, it is our core responsibility to remind you that change is indeed a reality and it will continue to impact you, your family and your wealth. We all need to best prepare. Our Proactiv Wealth Process will help you prepare.
Our mission for our clients is to:
Change before CHANGE happens.
- Tax laws are revised regularly
- Investments continue to escalate in volatility
- Investment philosophies and solutions evolve
- What you want out of your life and wealth unfolds
- Families experience growth and loss
- And your life changes just as fast as anything
Be prepared for change, before change happens to you! We recommend your next best INVESTMENT is a free Proactiv Wealth Assessment.
Call us today at (715)854-3246 if proactive planning sounds right to you.
Newsletters
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.