Our Philosophy & Approach
How did our financial lives become so complicated?
Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy. For most Americans, these are extremely important issues, but many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way. Many investors are frustrated, worried, and uncertain where to turn. They have no idea how to get from where they are today to where they want to be in the future. For some, working with an experienced and trusted advisor may be the answer. We provide personalized financial solutions that take into account all aspects of your financial life and offer guidance and clarity of thought to help you gain confidence in a more secure financial future.
Taking a comprehensive approach to your financial life
Money means different things to different people and each of us has unique dreams. Whatever your dreams, a framework for making wise decisions about your money will help enable you to achieve what’s important to you. Most likely, you have a wide range of financial goals and diverse challenges. We believe in taking a comprehensive approach to your financial life and guiding you each step of the way to help you feel confident in your decisions. An important part of our approach includes fostering solid and trusted relationships with our clients. In addition, we manage relationships with a network of financial professionals, including lawyers and accountants – experts we can call in to address your specific needs.
Our services
Once we have established your objectives, we customize appropriate strategies to suit your vision. We can help execute a sound financial program utilizing tax and investment management services, retirement strategies, estate conversion, and insurance and annuity products. As specialists in investments, portfolio management, insurance and risk management, and estate and retirement planning, we help coordinate and implement all aspects of your financial planning.
Marketplace Financial Group, LLC
109 East Bell Street
Neenah, Wisconsin 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
Schedule a call or meeting with Karl
Schedule a call or meeting with Lisa
Products and services offered
- Financial planning
- Life insurance
- Disability insurance
- Long term care insurance
- Retirement planning
- Education funding strategies
- Group benefits
- 401(k) and profit sharing plans
- Deferred compensation programs
- Key employee insurance
- Key employee financial strategies
- Buy sell design & implementation
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Marketplace Financial Group, LLC are not affiliated.
Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Marketplace Financial Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.