Hosted By: Mike Pruitt CFP®,RICP® and Jason Henrich, CFP®
Mike and Jason break down the concept of the Fiduciary Standard of Care and the Suitability Standard of Care when it comes to financial advisers. Learn the difference and how to tell whether or not your adviser is acting as Fiduciary for you.
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Just entering the workforce or winding down toward retirement - it doesn’t matter where you are in your career, it’s likely COVID-19 has made its mark on your professional and financial life. But for those between the ages of 62 and 70, you have the opportunity to begin claiming your Social Security benefits, whether you were planning to or not.

We'll work together to get you on the road towards your financial goals. 

Schedule a 15 minute call to help us learn a bit more about each other to see if we are a good fit. If so, we'll point you in the right direction at our firm!

Transformational Leadership - 2020-2021

The Wausau Region Chamber of Commerce is pleased to announce a leadership development program beginning in the fall of 2020. Transformational Leadership, led by program designer and facilitator Bridget Wenman, President of Perspectives Training...

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July Business After 5 at ICF

Networking event in Baraboo, WI by Baraboo Area Chamber of Commerce and International Crane Foundation on Monday, July 13 2020

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Run From the Cops-5K Run/Walk

The Reedsburg Professional Police Association (RPPA) 8th Annual Run from the Cops 5 K Run/Walk, 10K Mile Run/Walk and 1 Mile Fun Run/Walk. The majority of the proceeds from this year s event will benefit the Touched Twice Clinic and the first...

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