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


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.

<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>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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<p>Retirement Realities</p>

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Questions? Let's connect

Thank you!