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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.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More
How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn More
Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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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