Financial Planning

Financial planning is the process of understanding your current financial picture, uncovering your goals and worries, and creating a process to reach these goals as efficiently and effectively as possible while protecting what you care about most. Whether planning to retire, already retired, or starting your career, it is never to early or too late to start planning.

Financial Planning Services Include:

  • Current Position and Cash Flow

  • Investment Accounts and Consulting

  • Retirement Distribution Planning

  • Insurance & Protection Planning

  • Tax Planning & Strategies

  • Educational Planning

  • Business Planning

  • The information you share is entirely confidential, and will never be given to any other person,

    employee, or company without your permission

For more information visit https://www.schmockerfinancial.com/services

Contact Information:

Mike Myers - mike@schmockerfinancial.com
Financial Advisor
Phone: 608-784-4180
2800 National Drive, Suite 103
Onalaska, WI 54650

If you would like to schedule an in-person meeting, zoom meeting, or a phone call, please call our main office at 608-784-4180 or email mike@schmockerfinancial.com

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Schmocker Financial Services.