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702 East Willow Drive, Spencer, WI 54479

715-659-4255
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Our Services

At Financial Clarity by Design, we provide knowledgeable assistance in the following areas:

Investments


  • Mutual Funds
  • Variable Annuities
  • Brokerage Accounts
  • Fee Based Asset Management
  • College Funding-Section 529 Plans
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA

Financial Planning


  • Cash Flow Analysis
  • Asset Allocation
  • Financial Statements
  • Financial Independence/Retirement Planning
  • Education Funding

Insurance


  • Income Protection/Disability Income Insurance
  • Survivor Needs Analysis/Life Insurance
  • Long Term Care Insurance

Business Planning


  • Business Continuity   Planning
  • Buy/Sell Agreements
  • Key Person Coverage
  • Disability Buyout Planning
  • Retirement Plans-401K, SIMPLE, SEP, Defined Benefit
  • Employer Sponsored Benefits
  • Volunteer Benefits