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Investment and Financial Services

2923 Marketplace Drive
Suite 210
Fitchburg, WI 53719

Phone:

608.274.9110

Fax:

608.274.9176

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Welcome to Wisconsin Financial Group, Inc.

At Wisconsin Financial Group Inc., we use a system and process called Wealth Building Cornerstones. This system enables us to provide individuals and families with a simple, easy to understand, powerful process that helps maximize the use of their money for wealth building and protection. It is educational in nature, designed to help individuals and families understand the critical steps of efficient planning. From wealth building to protection, we take a "begin with the end in mind" approach. This is the basis for smart, effective, and efficient planning.

Because we understand that your judgment and financial decisions are only as good as the information you receive, our goals are to:

  • Educate our clients on the available strategies and alternatives to allow them to make their own sound financial decisions.

  • Provide the financial products and services necessary to implement the chosen strategies.

This makes Wisconsin Financial Group, Inc. an excellent choice for anyone serious about personal or business financial management.

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much do you need to save each year to meet your long-term financial goals?

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck