Action Financial Strategies LLC | New Holstein, De Pere & Cottage Grove, WI

Your Financial Decisions Made Simple


Helping people confidently

take action on their financial decisions since 1989.

What’s on your mind?

Can I afford to retire?

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You most likely worked hard to save for retirement, pay for your house, and contribute to your children's education, yet have no idea if you can afford to retire. Answering this question means looking carefully at your overall financial picture. We help clients identify, plan and execute strategies designed for securing their desired financial future, including retirement. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. We guide clients in transitioning income sources with tax efficiency, manage assets to suit their risk preferences, and coordinate with their tax and estate planning professionals.

How can I minimize risk in the future for myself and my business?

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As a business owner, one of the most important things you can do now to minimize future risk is to be prepared, from both a legal and a financial perspective, by having a succession plan in place. We help clients button up the details with key elements such as: ensuring a proper legal structure, strong management, stable cash flow, asset diversification, business valuation, marketability assessment, buy-sell agreement. We also find solutions to maximize cash reserves on a tax-advantaged basis for future opportunities and threats, from both a business perspective as well as your personal finances.

Will I outlast my money?

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While you may think the answer lies in how successfully you preserve wealth (or ‘save up’) in the years leading up to retirement, we actually place just as much importance on the next step, wealth distribution.

By focusing on minimizing taxes and investing appropriately throughout your life, we help clients model out their income, assets, and expenses to project their probability of a successful retirement. But it doesn’t end there. How and when you draw upon your savings plays a key role.

Most of us will have a pension (social security) and/or a public or private pension depending on who we worked for. Determining how and when to take your pension(s) is part of the income puzzle. 401k(s), 403(b)'s, IRA's, and other retirement savings help supplement our pension income. Helping you think through your options is what we enjoy. Setting up monthly distributions from your investment plans is all part of the plan.

How We Help You

Action Financial Strategies provides business owners, individuals, and families with innovative, cutting-edge products and services to help you grow, protect, and conserve your wealth through all stages of life. You have your own unique financial journey and our job is to help you see the bigger picture so you can make wise financial decisions along the way.

Investment Consulting

To maximize the probability of achieving all that is important to you and your family, we design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. Our process ensures management and continual adjustment of investment assets according to your goals, timeline, risk tolerances, and tax liability.

Guided Goal-Based
Financial Planning

While none of us can predict the future, we sure can help you grow and protect your wealth no matter what life throws at you -- whether it’s something good, like a business opportunity or a job promotion, or something bad, like a crashed economy or an unwanted diagnosis. We’ll help you stay financially strong through the ups and downs with a wealth accumulation and preservation strategy built to achieve your long-term investment objectives.

Financial Product

No doubt an overwhelming aspect of making financial decisions is trying to sort through information overload of all the various products – each with varying levels of risk, return, minimums, tax considerations, etc. We help to narrow down the financial and insurance products that best meet your financial needs.

Second Opinion

Where are you trying to go? Let us point you in the right direction.
Let’s start with our Second Opinion Process.

Feel more confident
in your decisions

Unclutter your feeling of
financial information overload

Make timely decisions to
attain the optimal results

Find financial solutions that are right for you through the ups and downs of life

Two meetings, that’s it.

Discovery Meeting
(1 Hour)

Learn your unique story through enjoyable conversation about your
current financial path and where you hope it leads.

Second Opinion Meeting
(1 Hour)

We reconnect to deliver a complimentary second
opinion summary of your situation.

Scenario Planning
And Analysis

Introduction to our planning philosophies, diagnostic of your current
situation, and potential strategies for your investments.