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The best investments don’t start with a good plan; they start with an understanding of the person. From our initial consultation through quarterly meetings and beyond, our process will focus on you.
From the beginning, your relationship with Ellenbecker Investment Group will be different from any of your other financial planning experiences. We believe our job is not only to help you recognize your goals, but also to act on them. Giving you the confidence to pursue your financial hopes and dreams requires an understanding of who you are as a person and not just a snapshot of your financial position.
Together, we will review all of your investment accounts and identify any obligations or resources that contribute to your complete financial picture. With that underlay in place, we will start the rest of the conversation. Here are some questions we will help answer:
Through clear and open discussion, we can help you answer these and other questions and establish a financial plan that fits your life – for the rest of your life.