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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.

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Saving for College

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


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.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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Questions? Let's connect

Thank you!