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(262) 468-4865

Financial planning is vitally important at every age. Financial planning is vitally important at every age. Financial planning is vitally important at every age. Financial planning is vitally important at every age.

Welcome to Financial Matters

Financial Matters is an independent registered investment advisory firm committed to helping our clients by delivering a high level of personalized service and experience.  At Financial Matters, we are providing the tools and resources necessary, so our clients are making informed financial decisions throughout their lives giving them an opportunity for financial success.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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Our Company

It is rewarding to assist multiple generations. We enjoy working with young families, friends and elders as they seek advice from someone they can trust.

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Meet Our Team

Our dedicated team offers over 60 years of combined experience in the financial industry. We take great pride in assisting our clients and sharing our wealth of knowledge and experience.

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Our Services

Financial Matters is dedicated to assisting clients with their financial planning. We provide access to quality products and services along with flexible appointment hours to accommodate different schedules.

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