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 a 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 a 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 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 a 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 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 offered through LPL Financial. Member FINRA / SIPC
Insurance products offered through LPL Financial or its licensed affiliates. 
Monona Bank is not a registered broker/dealer and is not affiliated with LPL Financial.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services' U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Not FDIC insured | No Bank Guarantee | My lose Value | Not a Deposit | Not Insured By Any Federal Government Agency