As an independent financial firm located in Eau Claire, we are not locked into one company’s products and services— unlike the major national financial firms. We have a wonderful relationship with all of our partners that help us deliver a wider range of products and services to our clients. Since we have both investment and insurance licenses and have no broker dealer, we are able to focus on holistic retirement planning. This means that we are able to offer retirement plans that include a variety of products for seniors facing retirement in Eau Claire and the surrounding West Central Wisconsin area.