Broker Check

16 South Main Street
Rice Lake, WI 54868
(715) 434-6677

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Products & Services

We provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Non-Traded REITs
  • Non-Traded BDCs
  • Managed Accounts
  • Variable / Fixed / Equity-Indexed Annuities
  • Traditional IRAs
  • Roth IRAs
  • SIMPLE IRAs
  • SEP IRAs

Financial Planning

  • Retirement Plans
  • 401(k) Planning
  • 403(b) Planning
  • Foundations / Endowments
  • College 529 Plans
  • Estate Planning
  • Profit-Sharing Plans

Insurance

  • Life Insurance
  • Long-Term-Care Insurance