Let Us Help You Plan For The Future

As your financial partner, our experienced investment team is here to help you achieve your long term financial goals. We invite you to schedule an initial free, no obligation, retirement or education planning session with one of our experienced Wealth Managers to learn how we can help you. These sessions are purely informative, with no pressure, or strings attached. Contact Bill or Paula today to get started.

Retirement Planning Session

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Whether you're close to retirement or have not yet started to plan, you can benefit from an initial free, no obligation, retirement planning session. Planning sessions are a great tool in determining or fine-tuning your retirement goals and investment strategies. Each session is customized to your needs, and can include:

  • Evaluation of goals and risk tolerance
  • Evaluation of budget in relation to your goals
  • Review of any current investments
  • Overview of portfolio design
  • Review of allocation
  • Summary of favorable tax laws to discuss with your tax-advisor
  • Recommendations for your retirement planning strategy

The initial free, no obligation, retirement planning sessions are available with either of our Wealth Managers. During a planning session they will help you determine your goals, evaluate your current plan, and offer advice.


Education Planning Session

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Have you planned for your child's education expenses yet? Whether you'd like an evaluation of your current plan, or have not yet started to plan, you can benefit from an initial free, no obligation, education planning session.

Planning sessions are a great way to explore the options available when saving for your childrens' education. Your session will provide you with valuable information to aid you in clarifying or fine-tuning your goals and investment strategies. Each session is customized to your needs, and can include:

  • Discussion on the cost of education today vs. the cost of future education
  • Overview of the types of Education Accounts available
  • Evaluation of your budget
  • Evaluation of your risk tolerance
  • Recommendations for your education planning strategy

The initial free, no obligation, education planning sessions are available with either of our  Wealth Managers. During a planning session they will help you determine your goals, evaluate your current plan, and offer advice.


Meet Our Wealth Managers

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA / SIPC).
Insurance products are offered through LPL or its licensed affiliates. Monona Bank and Monona Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Monona Investment Services, and may also be employees of Monona Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Monona Bank or Monona Investment Services.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Bill: Arizona, California, Colorado, Florida, Illinois, Michigan, Minnesota, Montana, North Carolina, Pennsylvania, Washington and Wisconsin

Paula: Illinois and Wisconsin