Have Concerns About Retirement?

Schedule your complimentary consultation now, or call us today at (715) 355-4445


What We Provide You

We are a full service, retirement planning company providing retirement and legacy planning to families nearing or already enjoying retirement.

Tax Planning & Preparation
We strive to make your money work for you and help you avoid IRS tax trouble. We’ll file both personal and business tax returns on your behalf – ensuring your return is properly prepared while minimizing the amount you owe.

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Insurance Solutions
As an independent insurance firm, we are able to utilize dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews of your existing annuity and life insurance contracts.

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Medicare Planning
While there is no shortage of things to prepare for in retirement, it’s critical to also address your health needs and concerns by crafting a comprehensive health care strategy.

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Wealth Management & Monitoring
Whether you are interested in preserving principal, maximizing income, or portfolio growth, our professional money managers can provide a customized solution to help you achieve your long-term financial goals.

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Don’t forget to take your money with you!

Have you recently left or lost your job? If you had a 401(k), a rollover might be right for you. However, there are many rules you need to be aware of to avoid costly tax penalties.

Make it easier with our complimentary guide to avoiding 401(k) rollover mistakes.


5-Step Retirement Planning System

From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone. New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology. Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.

Step One explains the role of a financial services professional and introduces New Generation Retirement Planning.
Step Two encompasses thought-provoking questions about your financial well-being. It begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
Step Three allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports that allow us to engage in the important task of feedback prior to execution.
Step Four incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning, and tax strategies. This step is characterized by efficiency using forward-thinking technology such as electronically-generated and pre-populated forms with e-signature capabilities.
Step five addresses long-term client engagement and five-star service by providing you with unique technology and enhanced value-adds, such as Generational Vault, RFID Data Blocker cards, ByAllAccounts and Wealth Watch. When you work with our company, each step is recorded in Generational Vault so you can be confident knowing that you have given careful consideration to every detail of your retirement plan.

Learn About Your Retirement Options



Our Book: Ready, Set, Retire!

Do you ever wish you had an owner’s manual to help plan for retirement? Well, now you do. Request your complimentary copy today.



Financially Speaking Radio Show

Sundays at 7:00 am WSAU 550 AM • 95.1 FM • 99.9 FM in the Wausau area or at 8:00 am on WMEQ 880 AM • 106.3 FM in the Eau Claire area.



Financially Speaking TV Show

Sundays at 10:00 am on WAOW Channel 9 in the Wausau area or at 12:00 pm on WQOW-CW Channel 18.2 in the Eau Claire area.


Buska Gives Back

Buska Gives Back is our community outreach program made possible through our partnership with Gradient Gives Back Foundation, a non-profit organization. We invite Americans who have fallen on hard times to connect with us for an opportunity to be awarded six or twelve months of housing payments.


Family Selection

Applications will be reviewed and screened as they are submitted. One family will be selected annually. Apply or nominate a family by clicking the link below!



Video credit: Gradient Financial Group
Video credit: WAOW
Video credit: WJFW TV-12, WJFWDT 121, Newswatch 12
Video credit: WSAW 7

Join Us for an Upcoming Event

We hold educational workshops every month on relevant topics such as social security, legacy planning, and more. Visit our Events page to learn more or register to attend.

Register Today