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Our Services

DOCK Financial Solutions is an independent financial services practice headquartered in Wisconsin.  We are able to act as your fiduciary and financial advisor by creating personalized wealth accumulation, protection, estate, distribution and retirement strategies for individuals, families, and small businesses.  

Additionally, woffer tax preparation services as well as a full suite of healthcare solutions for self-employed individuals, small groups, and retirees. As an independent practice, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer the highest quality education on the choices available to you.  We focus on building the right strategy based on your risk tolerance, time horizon, and goals.

We're Here For You!

Over the past 40+ years, we have helped individuals and families from coast to coast explore, strategize and pursue their goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn More
What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More
Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Jason Kramar

Financial Planner / Owner

jason@dockfs.com

Jeff Miller

Senior Benefits Specialist

John J. Johnson Sr.

Founding Principal

Kathy Kingsbury

Senior VP Administration

kathy@dockfs.com

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