- Financial Advisors
We are a boutique investment management and financial planning company. Our goal is for you to understand your money, your portfolio and help you realize your dreams. We help take the angst out of managing investments, retirement, estate and tax planning. We create a roadmap to retirement that incorporates your timeline and your lifestyle.
We show you where best to save, how much to save and then work to get you the best returns for your risk tolerance.
We are a fee only investment advisory firm. We work for you. We do not have any proprietary products and we are not paid by a third party hence there are no conflicts of interest. Our fees are totally transparent. We want to be measured against our service in the most honest, upfront way. There are no hidden costs.
How do we help?
We work to grow your money by investing in the stock and bond markets. We take discretionary control limited to trading to choose and monitor your investments. In addition, we bring all of your pieces of your financial life together to focus on your goals. We review your tax planning, estate planning, life insurance and retirement planning.
Whom to Contact
- Tracey AntonOwner6300 University AvenueMiddleton, WI 53562Phone: (608) 501-1549Fax: (608) 501-1541
We are located right across the street from Mid Town Square/Wolff Kubly - Ace Hardware. Our office is in the building where the State Bank of Cross Plains was previously.