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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

We have interesting videos for you to watch on my site.

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.

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Here are answers to some key questions about required minimum distributions.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Use this calculator to estimate how much income and savings you may need in retirement.

How Long Will It Take to Pay my Balance?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much will it cost to pay off a loan over its lifetime?

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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