Home | Kathy Houzner, CRPC® & Julie Groves, RICP®

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.

Our Services

Our Team

Our Value Statement

When Markets React

When markets shift, experienced investors stick to their strategy.

Your retirement is our business.

Whatever your ideal retirement looks like, we can help you prepare.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

<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

Contact Us Meet the Team

Contact Us Meet the Team

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 History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

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<p>Business Owner</p>

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Learn More

View All Resources

Questions? Let's connect

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