What makes us different?

Our advisors specialize in investment & retirement income planning by linking wealth & investment management with tax planning & preparation.

 

How are your Investment Advisors compensated?

When hiring a Financial Planner, there are many considerations to put into context. One of these considerations is how your Planner gets paid. Many firms offer either commissioned or differing forms of fee-based compensation. The compensation structure we employ for clients depends upon the size and complexity of their situation and comfort level. The flexibility we have by being compensated either by fees or commission allows us to maximize portfolio customization and minimize portfolio expenses and taxes dependant on the situation. Accordingly, we act in your best interests, not the best interests of any specific investment management or mutual fund company. We succeed when you succeed.

 

Why Rollover Your 401(k)?

Over the years, you may find that you've accumulated a number of workplace retirement accounts.  Did you know that once you reach age 59 1/2, you may be able to rollover a substantial part of your 401(k) into an IRA? Consolidating 401(k)'s, 403(b)'s, 457 deferred compensation plans and Simple IRA's with a single rollover IRA can help simplify your life and help you take better control of your financial future and investment options.

 

One of the main reasons for rolling over your 401k is to gain freedom to choose your investments rather than let your former or current employer decide what is right for you.  How you choose to handle your retirement assets will have a lasting impact on the size of your nest egg and ultimately on the type of retirement you can enjoy.  Any errors on the distribution or rollover could cause serious tax consequences.  Because this decision is so critical, people should seek professional advice before making this decision.  There are several choices investors have when rolling over money from one plan to another.  Since each choice has its own implications, it is recommended that you discuss and compare all potential fees, expenses, commissions, taxes and legal ramifications with your qualified advisor before making a rollover decicion.

Our representatives work as a team and have on average 15 years of investment and tax experience.  We have the ability to incorporate comprehensive financial planning through our Wealth Management Solution where you can see your entire financial picture to include accounts invested though our firm and outside accounts such as 401(k)'s, bank accounts, mortgages, credit cards and more.  

Hours            Feb 1-Apr 15      Apr 16-Jan 31

Mon-Thur     8AM-6PM           8AM-5PM

Friday            8AM-5PM           8AM-3PM

Saturday       9AM-Noon         Closed

920-921-6288

Fax 920-921-8718

Hours

Monday-Friday 10AM-5PM

920-682-1014

Fax 920-682-2633

 

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC,.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not legal or tax advice.  This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO,  FL, GA,  IA, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH OK, SC,  TN, TX, UT VA WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced. 

FEUCHT FINANCIAL GROUP, L.L.C. is in the business of providing financial and investment services beyond tax return preparation, tax representation, and accounting; and that tax information if supplied could be used by Feucht Financial Group Representatives, to make recommendations, including the following: Financial Planning, General Investment Advice, Advice, Planning and Sales related to Tax-Advantaged Investment Vehicles, Advice, Planning and Sales related to Tax-Advantaged Retirement Plans, Sales of Securities, including Mutual Funds, Stocks, Bonds, Annuities & Life Insurance. These services are an integral part of the total services for FEUCHT FINANCIAL GROUP, L.L.C. Clients are under no obligation whatsoever to follow any recommendations made or to purchase any products offered by or through FEUCHT FINANCIAL GROUP, L.L.C. Beyond the specific purpose of providing other financial advice or proposing other services, no tax return information if furnished will be disclosed to any person or for any purpose not specifically allowed by law or by subsequent written approval. FEUCHT FINANCIAL GROUP, L.L.C. does not disclose any nonpublic personal information about current customers or former customers to anyone, except as permitted by law.  *This Employee is not Registered with Woodbury Financial Services to offer Securities and advisory services.