Broker Check

To our Clients,

2020 has been a challenging year, and we want you to know we are still here for you during this difficult time.  Though we are still working from home, we remain available to you as always. 

Part of why we’re here is to help you navigate through uncertain periods, even during “social distancing”.  While many of us are collectively pausing face-to-face contact, there are plenty of other ways to stay connected.  Please feel free to reach out to us via email or phone for any reason.  If you leave a message at 608-742-4688 we will call you back.

We’re in this together, and we’ll come out of it together.  As always we wish you peace & good health.

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.
Learn More
<p>Potential Income from an IRA</p>

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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Questions? Let's connect

Thank you!