Broker Check

Client Centered

We believe in starting with a comprehensive plan. Having a plan, unique to your situation, enables you to take action toward your goals.  While some believe financial planning is a goal with an end, we see it as a lifelong process.

Here is what we can help you with:

  • Retirement planning
  • IRAs/Roth IRAs/401(k)s
  • Saving for college
  • Investments & annuities
  • Life insurance needs
  • Medicare supplements
  • Retirement income distribution

Our business is located in Portage, Wisconsin (just north of Madison).  Many of our clients are from Portage, Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau and the Madison area.

We look forward to working with you.

Learn more

Saving for College

This calculator can help you estimate how much you should be saving for college.
Learn More

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
Learn More

Kathy Houzner, CRPC® Julie Groves, RICP®

Financial Advisors

608-742-4688

311 East Wisconsin Street
Suite 109
Portage, WI 53901

Helpful content

We offer a full library of resources to help boost your retirement planning and financial knowledge.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.
Learn More

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More

Questions? Let's connect

Name
Email
Phone
Question
Thank you!
Oops!