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1920 East Northland Avenue, Appleton, WI 54911

(920) 730-3333
julie@planningconcepts.net

Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

We are Planning Concepts, Inc., an independent financial firm in Appleton, WI.  We have more than 100 years of combined experience creating personalized retirement strategies for individuals, families, and professionals.  As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer.  Instead, we offer you the highest quality education on the choices available to you.  We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Over the past several decades, we have helped our clients achieve their goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

By listening before acting, we provide advice that anticipates and responds to your unique requirements.  Our service offerings, while diverse, are driven by a single priority:  the integrated financial needs of our clients

Kerry Davis

Kerry Davis

President / Accredited Investment Fiduciary

kerry@planningconcepts.net

Randall Schmitz

Randall Schmitz, CPA, CFP

Vice President / Certified Financial Planner

randy@planningconcepts.net

Michael Gasman

Michael Gasman

Qualified Plan Specialist / Financial Consultant

mike@planningconcepts.net

Kevin Tobak

Kevin Tobak, MBA

Financial Consultant

kevin@planningconcepts.net

Kyle St. Marie

Kyle St. Marie

Investment Advisor / Accounting

kyle@planningconcepts.net

Julie Wild

Julie Wild

Administrative Assistant

julie@planningconcepts.net

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