1920 East Northland Avenue,
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.
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.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
Over the past several decades, we have helped our clients achieve their goals.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
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
President / Accredited Investment Fiduciary
Vice President / Certified Financial Planner
Qualified Plan Specialist / Financial Consultant
Licensed Assistant / Accounting