Contact
Let's Talk About Protecting Your Family
Reach out by phone, email, or the form below. There's no pressure and no obligation — just a conversation about your family and what a plan built around them would look like.
Phone
715-390-0346Hours
Monday – Friday, 9:00 AM – 5:00 PM (evenings and weekends by appointment)
How We Meet
Serving clients virtually throughout Wisconsin. We meet the way that works best for you — by video call, over the phone, at your home, or at a mutually convenient location. There's no office to drive to unless you'd like one.
Before You Reach Out
Is the consultation really free, with no obligation?
Yes. We'll talk about your family, your goals, and your questions. You'll leave with a clear idea of what a plan would involve and what it would cost — there's never any pressure to move forward.
How quickly will I hear back?
We respond to every message personally, typically within one business day. If it's urgent, calling 715-390-0346 directly is the fastest way to reach us.
Do I need to prepare anything before we talk?
No — just show up with your questions. If it's helpful, a rough sense of your assets and family situation can speed things along, but it's not required for a first conversation.
Do you meet clients in person?
Yes, when it makes sense — at your home or another convenient location anywhere in Wisconsin. Many clients prefer meeting by video or phone instead, and both options work equally well.