INDEPENDENCE IS KEY
As an independent financial firm in Oshkosh, WI, we offer our clients freedom. We are not required to use a strict set of products or recommendations. We're able to deliver a process that is designed to get to know you and discover your specific needs. Then we can work together to develop solutions and select a course of action that is tailored to your specific needs and expectations.
WHAT MAKES US DIFFERENT
We operate in a family-oriented atmosphere while also delivering the sophistication and knowledge of a large financial institution. From the moment you walk in our door, you'll notice a culture of care and service that is not often experienced in a financial services firm.
We aim to deliver only the highest level of service to our clients and are committed to partnering with you and your family for generations to come.
Make an appointment with one of our financial advisors today to start actively pursuing your financial goals.
Setting Expectations for Market Volatility
We have experienced a significant amount of volatility so far this year, which can raise concerns for even the calmest of investors. In this webinar, Jacob Merk, CPA, CFP helps us all take a step back and puts the volatility we've been experiencing into perspective.
Jacob uses a few case studies and historical outlooks that can help you realize that market volatility should be expected and embraced.
