hero-image

Partners in Planning, LLC

2100 Stewart Avenue, Suite 150
Wausau, WI 54401
Phone:
  • 715-845-3196
- Antoine de Saint-Exupery Partners in Planning is a unique, planning-centric financial services ... Read More

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Calculators

You can review interesting calculators on my site.

View Calculators

A goal without a plan is just a wish

- Antoine de Saint-Exupery

Partners in Planning is a unique, planning-centric financial services firm*.  We emphasize the creation of a plan - your plan - based on both your goals and the broad financial foundation you've built thus far.  Beginning with a complimentary initial analysis, we work together to establish a strategy upon which we can act, enabling us to provide more responsive and responsible guidance.  This allows us to not only listen to your concerns and evolving priorities, but to truly hear you. 

And as our ongoing relationship grows, we use the plan we've created together to not only monitor your unique situation, but to continually adapt our planning strategies to the inevitable changes that are sure to come.   

As Mark Twain said, "the secret of getting ahead is getting started."  Let's get started, and you'll find that our open door approach to sound financial guidance allows us to help you build your financial security.

*Financial Planning is offered through AXA Advisors

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck