My business is founded on understanding what is most important to you: your goals and dreams, experience with investing and comfort with market risk.
Whether its planning for retirement, saving for college, looking to create a business retirement plan, assessing insurance needs (life, disability or long-term care) or considering estate and legacy possibilities, I partner with my clients through every stage of life. I also welcome the opportunity to work with your attorney, accountant or other trusted professional to deliver a more comprehensive strategy,
My husband and I have three grown children and enjoy being part of the Fort Atkinson community. I am a member of the Fort Atkinson Chamber of Commerce and serve as a board member for the Jefferson County Humane Society. I also enjoy volunteering throughout the community, at our church as well as within the Edward Jones organization
Clients are the heart of my business. By focusing on what is important to you, together we can make a difference in your life and that of your family. To schedule a time to discuss your financial goals, please give me a call at (920) 542-1325.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberJulie L Nachtigal at (920) 542-1325
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