Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound financial plans for short term needs as well as for retirement strategies down the road.  For those already retired . If you are retired –or approaching retirement – please take the time to explore our website and the abundance of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We want to help you prepare for a prosperous, intentional, and well-planned retirement through active planning and We focus on money management, as well as other issues that are critical to your financial well beingwell-being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Health Insurance

Life Insurance

Long-Term-Care Insurance

Medicare Advantage

Medicare Supplement

Part D Prescription Drug Coverage

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@dockfs.com | Manitowoc (920) 683-3606 | Madison (608)842-2082