FINANCIAL PLANNING + TAX + WEALTH MANAGEMENT + ESTATE + INSURANCE + SOCIAL SECURITY
Putting together the pieces.
We see and advise on all aspects of our clients’ financial lives, not just investments.
Transformative change in your financial picture requires strategically aligning your financial, insurance, tax, legal, retirement and life goals.
Enjoy your TrueHolistic® Financial Plan that grows with you as life changes.
Consultation
A consultation helps us get acquainted and learn about each other. We analyze your current situation, understand your goals, and gather the pieces to assemble a detailed financial picture.
Financial Plan
Our team of licensed experts spans financial planning, investments, taxes, and insurance to strategically plan and coordinate all the pieces of your financial life.
Confidence
Our approach helps relieve your worry and stress so you can gain financial confidence and enjoy your TrueHolistic® Financial Plan that grows with you as life changes.
After several challenging years in the insurance industry, there are signs of calmer skies ahead.
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Easter is a wonderful reminder that the Bible is one true story centered on Jesus Christ. What God promised in the Old T...
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Join the Adaptiv team for a free, no-pressure education event designed to help you make sense of today's unpredictable m...
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The Christmas season provides a time to pause and remember what truly matters.
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Please join me for a discussion of estate planning facts and principles.
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We invite you to attend our upcoming education event showcasing our Adaptiv team of experts.
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We invite you to attend our upcoming event showcasing our TrueHolistic team of experts.
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We’re excited to invite you to “Your Journey to True Insurance Confidence”, a free educational event hosted by the Clien...
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Just as Route 50 demands awareness and adjustment, so too does today’s market environment.
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Easter reminds us that no earthly power has the final say—Jesus is risen, and through His victory over sin and death, we...
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Join the TrueHolistic Team as we crack real-life financial puzzles, turning challenges into success stories—because the ...
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Think you know estate planning? Put your knowledge to the test in ‘Are You Smarter Than a Paralegal?’—a fun, fast-paced ...
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This year, Client First's Christmas message roars with the Lion of Judah’s strength and whispers with the Lamb of God’s ...
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Survey says…it’s time to play TrueHolistic Family Feud with the Client First Tax and Wealth Advisors team!
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Investing is more than entertainment. It's about preserving purchasing power and managing retirement expenses and requir...
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The Client First September Education Series on Identity Theft and Consumer Privacy addresses the growing complexity of i...
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The August Education Series on estate planning will feature interactive role-playing of common legal issues, allowing th...
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The Client First Insurance Team offers an informative presentation for the May Education Series, which covers how to sim...
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Watch our April Education Series, as we embark on a journey through the world of investments, unveiling a striking revel...
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Easter celebrates the resurrection of Jesus Christ, symbolizing hope, renewal, and the triumph of light over darkness, i...
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Explore the drawbacks of relying solely on friends and family for financial guidance as we explore the key pieces of you...
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Tune into our February Education Series where you can re-learn the nuts and bolts of Estate Planning, but also meet Iva ...
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In this Education Series, the Adaptiv Market Team covers major uncertainties in 2023, the impact of a Presidential Elect...
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Let's reflect on the simplicity, love, and potential for greatness in every circumstance, embodying compassion and gener...
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Dive into our 'Fishing for Greenbacks' Education Series, where our expert tax and financial guides discuss gearing up fo...
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Explore the 3rd quarter of 2023 with the Adaptiv Market Team, tackling crucial market questions and providing strategic ...
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The TrueHolistic Financial Planning Team provides insights on recent financial events, including tax implications, retir...
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Estate Planning Attorney Rob Melick offers a dynamic exploration of diverse estate planning topics including estate taxa...
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Discover how Adaptiv serves as a strategic guide for navigating turbulent market conditions, tackling issues such as pol...
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In our June 2023 Financial Education Event, three Financial Planning teammates compete in a high-stakes trivia showdown,...
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The Client First Insurance team addresses the impact of inflation on auto and home insurance rates, sharing insights int...
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Join Client First as we explore the parallels between the stock market and roller coasters in this Education Series, emp...
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Rob Melick debunks common myths surrounding estate planning, correcting inaccuracies often spread by well-intentioned so...
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Explore the shocking world of financial identity theft as we delve into 20 unbelievable scams, revealing the creative le...
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The Client First Investment Management team presents the '2022: The Year In Review' Education Series, uncovering the int...
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In the face of cold temperatures and disagreements among people, this year's Christmas message emphasizes finding warmth...
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The Client First tax team gears up for the 2022 Tax Season in this Education Series, 'Hunting for Buck$,' covering topic...
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Client First, an independent Registered Investment Advisor located in West Bend, Wisconsin, is working with strategic pa...
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Explore this Education Series from the Client First TrueHolistic™ Financial Planning team delving into key financial top...
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Drawing inspiration from how football parallels with the challenges faced by teams striving for championship glory; the ...
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In this Education Series, Estate Planning Attorney Rob Melick gives a rapid-fire discussion on "50 Fast Facts about Esta...
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Embark on a captivating journey in this Education Series, as Client First's Investment Management team draws similaritie...
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June's Education Series takes a lively turn with TrueHolistic™ Jeopardy! Three Financial Planning teammates engage in a ...
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Client First Insurance Agency announces the acquisition of the property and casualty book of business from American Insu...
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In a world where inflation's relentless grip tightens on everyday expenses, the May Education Series unveils a beacon of...
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Discover the crucial abilities of availability and adaptability for navigating life and financial markets, as the Adapti...
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Join Client First as we celebrate the essence of Easter beyond the festive symbols – Jesus' victorious resurrection, ful...
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