Financial wellness has 4 stages. Wisconsin-Florida focuses on #4. This category can be very broad and many times involves travel. We have developed a niche relating to these dreams and aspirations.

1. Getting by and paying bills

2. Preparation for emergencies or the unexpected

3. Achieving semi-retirement, retirement, education or entrepreneurial goals


Many of our long-time Wisconsin clients have, over time, either fully moved to Florida or have put themselves in a position where they can rent or own a property in Florida while also maintaining a Wisconsin residence. Our firm has found it beneficial to have a presence in both the states of Wisconsin and Florida and over time this "snowbird" concept has become a niche. For example, we help current Wisconsin retirees in reaching their goals of wintering in Florida while also helping Floridians escape the heat and spend a part of their summers in Wisconsin. As part of the financial planning process for young families, we now consider this exciting proposition as we organize our financial plans with this goal in mind.

We are excited to offer a presence and resources in both Wisconsin and Florida for those that have realized their goals of living in both parts of our country. Our planning meetings can also be held in either location. We are building on our presence in both areas to help the younger generation with resources needed to reallize their own travel dreams.