Investments

Choosing the right investment for your goals and needs may be the one of the most important financial decisions you will make. Our goal is to provide you with the proper education to make that decision. Risk tolerance, liquidity, flexibility and allocation all need to be considered when making those choices.

For individuals we work with 401(k) and 403(b) rollovers, IRAs, Roth IRAs, 529 plans, and individual non-qualified accounts.

For businesses we can help set up 401(k) plans, Simple and SEP IRAs, Keough plans, and group 529 plans.

At Financial Solution Central Wisconsin, LLC, we are able to offer a wide variety of investment options:

  • Brokerage Accounts
  • Mutual Funds
  • ETFs
  • Managed portfolios
  • 401(k) plans
  • SIMPLE and SEP IRAs
  • Variable Annuities
  • Fixed Annuities
  • Immediate Income Annuities
  • Indexed Annuities

As an independent firm we are not subject to insurance agency restrictions or limited to a selection of proprietary products. We are able to be objective in our advice and give our clients the products that are truly best for their individual situation.

 

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