One-size-fits-all may be fine for some investors, but I believe financial strategies should be tailored to your needs and not based on generic guidelines for someone your age or at your stage of life.
Before you can begin working toward achieving your financial goals, you must first define what’s important to you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, philanthropy, tax-efficient investing, saving and borrowing strategies, or something else?
I can help you prioritize your needs, define your goals and offer solutions to help guide you down the interstate of life, giving you the comfort of knowing you are in the right lane and on track to get to your destination.
I have focused my entire career helping individuals, families and businesses navigate the complexities of their financial situations. I have worked with individuals and families in every stage of life: children, college graduates, working adults, families and divorcees. I also help high net worth families with wealth preservation strategies.
I live in Stoughton along with my beautiful wife, Beth, two children, Corbin and Kasia, two dogs, two cats and a snake. We enjoy taking walks, camping, fishing and just being outdoors - not to mention the various kid activities, sports and arts activities. During the day, my wife is an amazing gardener and started her own business to enjoy her passion even more.
I am involved in many community organizations, including the Waunakee Chamber of Commerce, The Friends of the Waisman Center, Leadership Greater Madison, Wisconsin Technology Council and the Leukemia and Lymphoma Society.
My branch office administrator, Joannie Kanable, and I have a combined 17 years of experience and strive to deliver the highest quality of service resulting in a client experience worth sharing with your friends and family.
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Office Address203 E Main Street Suite F
Waunakee, WI 53597
Phone NumberGuy D Stratton at (608) 849-8891
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