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

Qualified Charitable Distributions

Qualified Charitable Distributions A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.   Provided by Steve E Holmes   Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a...

Weekly Economic 4-12-21

In this week’s recap: Tech stocks and strong indicators lead a week of economic advancement. Weekly Economic Update   Presented by Steve E Holmes, April 12, 2021   THE WEEK ON WALL STREET Strong economic data and a resurgent technology sector propelled...

Quarterly Update 4-6-21

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger. Quarterly Economic Update   A review of Q1 2021, Presented by Steve E Holmes   THE QUARTER IN...

Weekly Economic 4-5-21

In this week’s recap: Markets react positively to infrastructure proposals; S&P 500 rises above 4,000 for the first time. Weekly Economic Update   Presented by Steve E Holmes, April 5, 2021   THE WEEK ON WALL STREET Overcoming a rocky start, stocks...

Contact Us

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