Broker Check

Hope this new year finds you safe and healthy. We are grateful that our staff, as well as our families, are doing well. If you need any guidance, we are available.  As we acknowledge the challenges of the last year we want you to know we are here to help you through uncertain periods.  If you feel unsettled, reach out.  Know that you are not alone, and we will pull through this together!


Why work with Kathy and Julie?

Why work with Kathy and Julie?

We are here for you during the good times...and the not-so-good times.  We can help you decide how much it takes to feel financially secure, how much to put toward your goals, and how much you want to leave as a legacy.

Our office handles 401(k) rollovers and we have the forms – check us out!

Our referral-based practice 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.


<p>Saving for College</p>

Saving for College

This calculator can help you estimate how much you should be saving for college.
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<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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Kathy Houzner, CRPC® Julie Groves, RICP®

Financial Advisors

608-742-4688

311 East Wisconsin Street
Suite 109
Portage, WI 53901

khouzner@wradvisors.com

jgroves@wradvisors.com

Helpful content

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

<p>Why Everyone Needs an Estate Strategy</p>

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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<p>Budgeting After a Divorce</p>

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More

Questions? Let's connect

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