Kathy Houzner, CRPC®
Julie Groves, RICP® 

No matter what your financial destination, we belive starting with a comprehensive plan can help increase your potential for getting there.  By building personalized plans supported with diverse investment products, we enable our clients to not only identify their goals, but to take consistent action toward pursuing them.  While some believe that financial planning is a goal with an end, we see it as a lifelong process customized exclusively for you, adjusted for life's changes along the way.

    We work closely with clients throughout all of life's milestones:

  • Early investment decisions

  • Life insurance needs

  • Saving for college education

  • Retirement planning

  • Other investment goals

  • Retirement income distribution decisions

  • Estate planning

Our business is located in Portage, Wisconsin (north of Madison).  Many of our clients are from Portage, Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau and the Madison area.

We look forward to working with you.



Investing involves risk, including the potential for loss of principal.