OneWisconsin Financial Group
"The Strategy People"
We are "The Strategy People". We promote and encourage an efficient strategy because you can achieve more and also reduce what inefficiencies cause: lower income in retirement, higher taxes, reduced lifestyle, and more.
Financial planning isn’t about money. It’s about you and strategy!. What makes sense for your neighbor or your cousin or the business down the block doesn’t necessarily make sense for you. So it’s not enough for a financial planner to know investment products and resources. Your planner needs to know you and how to create a strategy based on you. Your needs. Your goals. Your dreams. Your money. The first investment a quality planner should make is an investment of time in really getting to know you.
This is what sets OneWisconsin Financial Group apart. We take the time to learn about you. We recognize it is not about products and services, but skills, technique, and you.
Life is filled with opportunities. Will you be ready?
Stay involved. Make sure your money works hard for you.
Unanticipated events can bring financial hardships. Protect the ones you love.
Click to see the retirement savings dilemma video.
A strategy is necessary because the future is unpredictable.
OneWisconsin Financial Group is a comprehensive financial services organization dedicated to fulfilling the needs of our clients. We also assist small business owners to develop efficient strategies.
We are a group of professionals appointed with the insurance companies of OneAmerica® and numerous other carriers.