Invest in Your Future

Take a proactive approach to your personal financial situation. Use the tools in our Investment Resource Center to gain a better understanding of many financial concepts including:

  • Insurance
  • Investing
  • Retirement
  • Estate Planning
  • Wealth Preservation
  • And More

We’re here to help educate you about the basic concepts of financial management. Schedule a no cost, no obligation appointment with a financial consultant. Our consultants can help you determine your individual risk tolerance and investment goals. Call 608-232-5000 or 800-533-6773, ext. 2468 to set up an appointment.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

HOT TOPIC — Full Employment: What Happens Now?

The current employment picture and why the labor force may continue to hold back the U.S. economy.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

Demographic Dilemma

Some economists believe shifting demographics may be the primary reason GDP growth has been weak versus past recoveries.

Buying and Selling: Trading Basics

Investors should understand basic terms and types of trades, like bid and ask prices, market order and limit order.

More Newsletters →