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Megna Financial, LLC

  • Financial Advisors
6712 Frank Lloyd Wright Ave, Suite 202
Middleton, WI 53562
(608) 203-8006
(608) 203-8007 (fax)
  • About

    Combining her years of financial advising with her teaching experience, Sherri will help you integrate your retirement accounts, college funding, life insurance and disability income protection with your cash flow to design a financial strategy that suits your vision of the future.
    Looking at the impact of taxes and inflation on your investment returns will help you decide if you are on the right track.