New Clients

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Send Us a Message! We know that your time is valuable. Send us a message anytime and we will get back to you as soon as we are able. By sending a text, we can provide more meaningful responses while also respecting both our time and your time! Send us a message at our office number: 715-659-4255, or give us a call!

What is Your Risk Number?

Our goal is to match your portfolio risk with your personal risk tolerance. A good place to start is learning your personal risk score by completing the following questionnaire.

Learn you risk score!

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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You’ve made investments your whole life. Work with us to help make the most of them.

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"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett

Check out Our Services!

Insurance, Investments, Financial Planning, and Business Planning.

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Why an Independent Advisor?

Financial advice is easy to come by, but finding sound financial advice from an independent advisor is a more difficult task. Not all those who offer financial advice are independent. The financial landscape is changing and now, more than ever, we believe independence should be first on anyone’s list when looking to establish a relationship with a financial professional.Want to do more with your wealth? You might want to consider creating a charitable foundation.

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6 Key Areas of Financial Concerns & Desires

We are always faced with financial concerns, but your Financial Clarity by Design team is here to help in these six key areas.

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