Personal Services for Your Financial and Insurance Needs
Discover Our Friendly Personal Services
Welcome! We're here to make life's important decisions easier and more comfortable for you. Our Personal Services are designed to offer helpful guidance, trustworthy support, and practical solutions for your financial and insurance needs. Simply use the drop-down menu below to learn about each service. Whether you’re planning ahead, seeking peace of mind, or just want to make sure you and your family are protected, we’re happy to help you along the way.
Personal Services
Taxes 1040
Filing taxes doesn’t have to be stressful! Our Taxes (1040) service aims to take the hassle out of tax season. We’ll look over your paperwork, find every deduction and credit you deserve, and make sure everything is filed correctly and on time. Whether your return is simple or complex, our team offers personal advice, year-round support, and guidance to help you feel confident about your taxes.
Personal Insurance: Home, Auto, Toys & Personal Valuables and Property
Protecting what you care about should be easy. We help you find the right coverage for your home, car, recreational "toys" like boats or motorcycles, and your valuable possessions. Our advisors make insurance simple to understand, and we work with great providers to find you the best options at competitive rates. If you ever need to make a claim, we’re by your side every step of the way.
Estate Planning
Thinking about the future? We’re here to help you plan ahead with care and clarity. With our estate planning service, you’ll get a personalized strategy so your wishes are followed, your loved ones are provided for, and complications are minimized. We can help you with wills, trusts, powers of attorney, and more, making sure your plan is thorough and thoughtfully crafted.
Whole-Life Insurance
Whole life insurance means lifelong coverage and a policy that grows in value. We’ll walk you through how it works, what benefits you’ll have, and how it can fit your goals. With steady premiums and cash value you can use, this insurance is a smart, steady choice for long-term security and future planning.
Term Life Insurance
If you want straightforward, affordable protection for a set period, term life insurance might be right for you. We’ll help you pick the right term and coverage for your needs, so your loved ones are supported if the unexpected happens. It’s a practical way to get reliable coverage when you need it most.
Health Insurance
Health insurance shouldn’t be confusing. We make it easy to understand your options, compare plans, and pick what’s right for you and your family. From regular doctor visits to prescriptions and specialized care, we’re here to help you every step of the way—from enrollment to claims and beyond.
Revocable Trusts
Revocable trusts give you flexibility and peace of mind. You stay in control, with the ability to adjust or cancel the trust if life changes. We’ll walk you through setting things up, making sure your assets are protected and your wishes are followed—while helping you avoid probate and maintain privacy.
Irrevocable Trusts
Irrevocable trusts offer strong asset protection and unique tax benefits. Once set up, they can’t be changed, but they’re a great tool for protecting your estate and planning for the long term. We’ll explain how they work, help you decide if they’re right for you, and guide you through the process with care.
Why Choose Us?
Friendly Expertise
Our knowledgeable advisors are always happy to answer your questions and explain things in plain language.
Personal Touch
We know everyone’s situation is different, so our advice is always personalized to your goals and needs.
Ongoing Support
From your first question to your final decision, we’re with you every step of the way.
Trusted Partnerships
We work with top providers and professionals to deliver great service and reliable solutions.
Decades of Experience
As a corporation we have decades of beyond qualified experience and the education and resources to support our services to our clients.
Getting Started
Taking the first step towards better financial and insurance planning is simple. Just reach out for a free, friendly consultation. We’ll listen, answer your questions, and help you find the solutions that fit best. Our goal is to give you peace of mind so you can focus on what matters most.
Frequently Asked Questions About Our Personal Financial and Insurance Services
Can I combine multiple services?
Absolutely! We’ll help you create a plan that brings together tax, insurance, and estate planning so everything works smoothly for you.
How do your fees work?
We believe in clear, upfront pricing—with options for flat fees or ongoing support based on what you need.
Can I work with you remotely?
Of course! We offer virtual meetings and easy online document handling to make things convenient.
Is my information secure?
Your privacy is very important to us. All your details are handled with the utmost care and security.
Contact Us
Ready to get started? Select a location near you or choose the corporate office in Wausau, WI, or give us a call or send an email. We’re excited to help you on your journey to greater financial confidence and security!
