Who We Are

 

We are an independent financial services and insurance firm that focuses on working with you to create a flexible program that meets your needs. In an environment where personalized service and attention to detail have been replaced with faceless automation and preset programs, at Financial Solutions Central Wisconsin our goal is to educate our clients and create a plan or program together.

Servicing Wisconsin Rapids, Marshfield, Stevens Point, Plover, Wausau, Mosinee, Adams, Wautoma, Tomah, and the surrounding communities.

Investments

 

Our mission is to educate and assist you in choosing the right investments for your needs and goals. We work with individuals and small businesses on their retirement plans or personal financial goals.

Life Insurance

 

Choosing the correct type of life insurance policy for your situation is never easy. As an independent firm we have access to a wide selection of products to help find the right policy for you.

Health Insurance

 

Health insurance can be a very complicated and confusing product. Our health insurance specialist will help you pick the company and product that best meets your needs.

News and Events

Weekly Economic 11-29-21

In this week’s recap: COVID-19 variant clobbers markets. Weekly Economic Update   Presented by Steve E Holmes, November 29, 2021   THE WEEK ON WALL STREET News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into...

Thanksgiving Message

Dear Friends,   Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless.   I also want to thank you for choosing me as your trusted...

Weekly Economic 11-22-21

In this week’s recap: Markets react to growing COVID-19 infections and potential successor to Powell. Weekly Economic Update   Presented by Steve E Holmes, November 22, 2021   THE WEEK ON WALL STREET Stocks were mixed last week in choppy trading as investors...

Weekly Economic 11-15-21

In this week’s recap: Stocks tap the brakes after signs of higher inflation. Weekly Economic Update   Presented by Steve E Holmes, November 15, 2021   THE WEEK ON WALL STREET Stocks posted small declines last week as investors digested recent stock market...

Contact Us

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Financial Solutions Central Wisconsin, LLC