“The Chinese use two brush strokes to write the word ‘crisis.’ One brush stroke stands for danger; the other for opportunity. In a crisis, be aware of the danger – but recognize the opportunity.”
John F. Kennedy
Our firm was founded with the objective of helping you answer two main questions: “Will I make it?” and “Do I have any financial blind spots?” We have found that most people start seriously wondering if they will make it within 5 years of their anticipated retirement. We use a custom planning approach to analyzing your retirement income needs and have found that this approach provides you with a solid answer to the question of “Will I make it?”
Financial blind spots come in varying forms. However, we have found that most blind spots come in the form of unidentified portfolio risks. Using a very robust risk discovery system, we help you not only identify what risk really means to you, but quantify what that risk might do to your portfolio if you encountered difficult markets (such as another 2008, financial crisis or rising interest rates).
2000 Prairie St
Prairie Du Sac, WI 53578