TOP 10 Estate planning for business owners in Wisconsin

Handrick Planning & Handrick Insurance is a leading finance and insurance agency located at 7759 Hixon Road in Minocqua, Wisconsin, United States. With a team of experienced professionals, they provide expert financial planning and insurance services to individuals and businesses in the area. Whether you are looking to secure your future with retirement planning, investment management, or protect your assets with comprehensive insurance coverage, Handrick Planning & Handrick Insurance has you covered. Their dedication to personalized service and commitment to excellence make them a trusted choice for all your financial and insurance needs. Visit them today to start planning for a secure financial future.

Ross Estate Planning is a trusted law firm located at 218 North 14th Avenue in Sturgeon Bay, Wisconsin. Our team of experienced lawyers specialize in estate planning services, helping individuals and families protect their assets and ensure their wishes are carried out after they pass away. We provide personalized and comprehensive legal solutions tailored to each client's unique needs. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our dedicated team is here to guide you through the process with professionalism and care. Contact us today to schedule a consultation and start planning for your future.

Swartz Financial Planning is a finance institution located at 700 3rd Street North, La Crosse, Wisconsin, United States. They offer fee-only fiduciary financial planning specifically for medical professionals, helping them optimize their finances and prepare for retirement. The owner, Michael T. Swartz, is a Certified Financial Planner™ Practitioner with expertise in the unique financial challenges faced by medical professionals. His wife, Morgan, is a Physician Assistant at Gundersen Health Systems, giving him personal insight into the needs of medical professionals. Swartz Financial Planning works to diagnose financial issues before proposing planning solutions, ensuring personalized and comprehensive advice. Investment Advisory Services are offered through La Crosse Financial Planning Inc. This institution is registered and operates within legal guidelines. It is important to consult with a qualified financial adviser and/or tax professional before implementing any financial strategy.

New York Life is an insurance agency located in Platteville, Wisconsin, United States, offering permanent policies with guaranteed death benefits and cash value growth over time. They provide highly customizable long-term coverage options to fit your needs and budget, with the ability to invest your policy's cash value in the market. New York Life also offers assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an estate plan. With over 12,000 agents nationwide, they are committed to helping individuals and families protect their financial futures. The institution has been in business since 1845 and is dedicated to making a positive impact in the communities they serve through charitable giving and volunteer work. With the highest financial strength ratings and a diverse workforce, New York Life is a trusted industry leader that prioritizes the well-being of their policy owners. Visit their website to learn more about their products, services, and mission to create a better world for all.

New York Life Insurance Company, located at 44 South Madison Avenue in Sturgeon Bay, Wisconsin, is a trusted insurance agency that offers a range of services to help you manage your finances with confidence. From informative calculators and engaging videos to tips on budgeting and preparing for unexpected expenses, New York Life Insurance Company is dedicated to helping you take control of your financial future. Agent Richard Price is licensed to sell insurance through New York Life Insurance Company and can provide valuable guidance on insurance products and services. Additionally, as a Registered Representative of NYLIFE Securities LLC, Richard Price can assist with securities products and services. Please note that neither PRICE FINANCIAL GROUP nor its associates offer tax, legal, or accounting advice, so be sure to consult with a professional in those areas before making any decisions. Visit New York Life Insurance Company today to start planning for a secure financial future.

Morgan Stanley Financial Advisors is a leading finance institution located in Minocqua, Wisconsin. Our team of experienced advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable advisors are here to guide you every step of the way. Visit us at 9796 Wisconsin 70 Trunk to learn more about how Morgan Stanley Financial Advisors can help you secure your financial future.

Peterson Metz is a reputable accounting and finance institution located at 9531 Townline Road in Minocqua, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Peterson Metz is dedicated to providing top-notch financial solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Peterson Metz is the go-to institution for all your accounting and finance needs in the Minocqua area.

Jeff Boehm - Financial Advisor at Ameriprise Financial Services, LLC, located at 9800 Wisconsin 70, Minocqua, Wisconsin, United States. Jeff Boehm holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Jeff Boehm is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With expertise in asset management, investment strategies, estate planning, and more, Jeff Boehm is committed to helping clients achieve their financial goals.

Fritz Wotruba - RBC Wealth Management Financial Advisor is a leading financial institution located at 8613 U.S. 51 in Minocqua, Wisconsin, United States. As a trusted financial advisor, they provide expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, Fritz Wotruba - RBC Wealth Management is dedicated to helping individuals and families build and protect their wealth for the future. Visit their office today to learn more about their comprehensive financial services.

Hermening Financial Group - Ameriprise Financial Services, LLC is a comprehensive financial institution located at 9800 Wisconsin 70 in Minocqua, Wisconsin, United States. Specializing in finance, they offer a wide range of services including wealth management, retirement planning, investment advice, and insurance solutions. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit them today to learn more about their personalized financial services.

Rachael Lynn Eckert is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3905 Hall Avenue in Marinette, Wisconsin, United States. Rachael holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. Rachael is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a code of ethics and continuing education to ensure she provides the best possible service to her clients. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Rachael Lynn Eckert is here to help you achieve your financial goals.

Mark Rasner - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3905 Hall Avenue in Marinette, Wisconsin, offers a wide range of financial services to individuals. Mark Rasner holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on client needs and ethical practices, Mark Rasner provides personalized financial advice to retirees, small business owners, and high net worth clients. Whether you are looking for advice on portfolio management, estate planning, or retirement strategies, Mark Rasner is dedicated to helping you achieve your financial goals.

Brian Hartl - Thrivent is a finance institution located at 160 South Madison Avenue in Sturgeon Bay, Wisconsin, United States. This institution is dedicated to helping individuals and families achieve their financial goals through a range of services such as financial planning, investment management, retirement planning, and insurance solutions. With a focus on creating a personalized approach to financial well-being, Brian Hartl - Thrivent is committed to providing expert guidance and support to clients in order to help them build a secure and prosperous future.

Edward Jones - Financial Advisor: Ben Fletcher, CFP®|CPWA®|CEPA® is a highly reputable financial institution located at 625 North 8th Avenue in Sturgeon Bay, Wisconsin, United States. Specializing in providing comprehensive financial planning services, Ben Fletcher and his team are dedicated to helping clients achieve their financial goals and secure their future. With certifications in Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®), clients can trust in the expertise and professionalism of the advisors at Edward Jones. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Edward Jones - Financial Advisor: Ben Fletcher is committed to providing personalized solutions tailored to your unique needs. Contact them today to start your journey towards financial security and success.

EnRich Financial Partners LLC is a finance institution located at 6502 Grand Teton Plaza in Madison, Wisconsin, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your unique needs. Trust EnRich Financial Partners LLC to provide expert guidance and support as you navigate the complexities of the financial world.

Greenblatt Financial Services is a reputable accounting and finance institution located at 510 East Washington Street in Delavan, Wisconsin, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Greenblatt Financial Services is dedicated to helping you achieve your financial goals. Contact them today for expert financial advice and personalized service.

Edward Jones - Financial Advisor: Scott A O'Brien, CFP® is a trusted financial institution located at 250 18th Avenue in Monroe, Wisconsin. As a Certified Financial Planner, Scott A O'Brien provides personalized financial advice and investment solutions to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing excellent customer service, Edward Jones is committed to helping individuals and families navigate the complexities of financial planning. Visit us today to start planning for a secure financial future.

Greg Johns is a financial advisor at Ameriprise Financial Services, LLC located at 835 Geneva Parkway North in Lake Geneva, Wisconsin, United States. Greg holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Greg provides comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He specializes in asset management, estate planning, retirement planning, investment strategies, and insurance products. Greg is dedicated to upholding the highest standards of ethics and professionalism in the financial industry.

Prescient Financial Solutions - Northwestern Mutual is a reputable finance and insurance agency located at 429 N Milwaukee Avenue in Burlington, Wisconsin, United States. With a strong focus on providing personalized financial planning and insurance solutions, they are dedicated to helping individuals and families secure their financial futures. Their team of experienced professionals offers expert advice and guidance to help clients achieve their financial goals and protect what matters most to them. Whether you are looking to invest for the future, plan for retirement, or protect your loved ones with insurance coverage, Prescient Financial Solutions - Northwestern Mutual is committed to providing top-notch service and support.

Edward Jones - Financial Advisor: Dean A Anderson is a reputable financial institution located at 101 North Dodge Street in Burlington, Wisconsin, United States. Specializing in finance, Dean A Anderson offers expert advice and personalized services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, this institution is dedicated to providing top-notch financial planning and investment services. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Dean A Anderson at Edward Jones is here to help guide you every step of the way.

Rebecca Howard - Thrivent, located at 189 East Chestnut Street in Burlington, Wisconsin, is a finance institution dedicated to empowering individuals, families, business-owners, church leaders, and pre and post retirees to achieve financial clarity and confidence in their future. Licensed in multiple states, including AZ, CA, IL, MI, NY, OH, PA, and WI, Thrivent offers insurance products, securities, and investment advisory services through its team of licensed financial advisors. Clients can access Thrivent's Financial Planning Framework for personalized financial strategies, with the option to engage in Dedicated Planning Services for additional recommendations. Thrivent does not provide legal, accounting, or tax advice, but encourages clients to consult with their own professionals. Thrivent Financial for Lutherans is the marketing name for Thrivent, with insurance products issued by the company and investment services offered through Thrivent Investment Management Inc., a registered investment adviser. For more information on Thrivent's services and advisors, visit their website or FINRA's Broker Check.

Kelly Schwigel is a Financial Advisor at Ameriprise Financial Services, LLC located at 835 Geneva Parkway North, Lake Geneva, Wisconsin, United States. Kelly holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kelly's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and various other financial services. Kelly is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners.

Michael Morrone - Financial Advisor, Ameriprise Financial Services, LLC, located at 5027 Green Bay Road, Kenosha, Wisconsin, United States, offers a wide range of financial services and expertise. Michael Morrone holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing high-quality financial advice tailored to the unique needs of his clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Michael Morrone has the knowledge and experience to help you achieve your financial goals. With a focus on ethical practices and continuous education, Michael Morrone is dedicated to providing top-notch financial services to individuals, retirees, small business owners, and high net worth clients. Contact Michael Morrone today to start planning for a secure financial future.

Anne Kovales - Thrivent is a finance institution located at 6121 Green Bay Road, Kenosha, Wisconsin, United States. Licensing is available through your State Insurance Department's website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Ana McKinley - Thrivent is a financial institution located at 520 58th Street in Kenosha, Wisconsin. Whether you are starting a new business, planning for retirement, or protecting your family's financial future, Ana McKinley can provide guidance and support. With a background in tax preparation, Ana brings a unique perspective to financial advising, helping clients save on income taxes over their lifetime. Services offered include retirement income planning, personal finance guidance, college planning, investment management, charitable giving, life insurance, and solutions for extended care. By meeting with a financial advisor, you can simplify your financial planning and gain clarity on your future goals. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services. To schedule a consultation and take control of your financial future, contact Ana McKinley - Thrivent today.

Neave Accounting & Insurance, LLC is a reputable institution located at 6121 Green Bay Road, Kenosha, Wisconsin, United States. Specializing in accounting and finance, the institution is led by Adriana Neave, the president and owner, who brings over a decade of experience in the industry. Adriana is a bilingual leader, fluent in Spanish, ensuring clear communication with all clients. With a Bachelor of Arts in Accounting, Finance, and Spanish from the University of Wisconsin Parkside, Adriana and her team offer a wide range of financial services to individuals, business owners, and independent professionals. From tax preparation and accounting solutions to insurance products, Neave Accounting & Insurance is your one-stop shop for all financial needs.

Mike Nighbor - State Farm Insurance Agent is a trusted insurance agency located at 1288 Rudy Street in Onalaska, Wisconsin. With State Farm experience since 2015, we serve all surrounding communities including Onalaska, La Crosse, Holmen, Brice Prairie, West Salem, La Crescent, and more. Our dedicated team is committed to providing excellent service and personalized guidance for all your insurance and financial needs. Originally from Marinette, WI, Mike Nighbor relocated to La Crosse in 2013 and quickly found his passion for insurance and financial planning. With a Bachelor's degree in Statistics from the University of Wisconsin - La Crosse, Mike is dedicated to ensuring that those around him are properly protected from the unexpected. In his spare time, he enjoys outdoor activities like fishing, kayaking, golf, and traveling with his fiancée.

Murphy Desmond S.C. is a reputable law firm located at 33 East Main Street in Madison, Wisconsin, United States. With a team of experienced attorneys, they provide a wide range of legal services including business law, estate planning, real estate law, and more. The firm is known for its dedication to providing personalized and effective legal solutions for their clients. Whether you are a business owner, individual, or family in need of legal assistance, Murphy Desmond S.C. is committed to helping you navigate the complexities of the legal system with professionalism and expertise.

Boardman & Clark LLP is a prestigious law firm located at 27 West Main Street in Belleville, Wisconsin, United States. With a long history of providing exceptional legal services, the firm is known for its expertise in a wide range of practice areas including business law, real estate law, estate planning, and litigation. The team of experienced attorneys at Boardman & Clark LLP is dedicated to providing personalized and effective legal solutions to meet the needs of their clients. Whether you are a business owner, individual, or family in need of legal assistance, Boardman & Clark LLP is committed to delivering top-notch legal representation.

The Red Walleye is a unique institution located at 13980 True North Lane in Hayward, Wisconsin, United States. This establishment offers lodging services on the Big Fish Golf Course, making it an ideal destination for golf enthusiasts. Additionally, The Red Walleye also operates as a real estate and travel agency, providing a range of services for property owners and travelers alike. If you own a vacation rental, you can list your property with The Red Walleye and set your own rules for bookings. With the help of the Houfy platform, you can easily manage inquiries, bookings, and everything in between, giving you the freedom to grow your business and build your brand. With a large number of positive reviews and verified listings, travelers can book with confidence through The Red Walleye.