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.

Life Insurance

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

An Affordable Insurance Solution

A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Are Your Designated Heirs Up-to-Date?

The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

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