ClearStep Financial

After years of corporate life traveling the world, Nick Ignatowski, CFP® established Planners Financial Group, LLC in 2005. This change allowed for more time with his family, as well as providing the opportunity for him to better serve the individual needs of his clients in a more personal setting. Six months later, Nick officially registered the finance firm with the state of Wisconsin. In 2011, Michael Taylor, CFP® (now retired) partnered with Nick and together, they created the firm’s brand. Nick’s Polish heritage inspired our Polish logo. The “PW” initials “Pomscimy Wawer”, evolved into the Kotwica (Polish for “Anchor”) emblem during World War II, and represented Poland’s struggle to regain independence.

As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

Raymond James Financial Services in Elm Grove, WI is a global financial firm offering trusted advice and sophisticated strategies for individuals and institutions. With a focus on understanding each client's unique complexities, Raymond James advisors provide a wide range of resources and specialized expertise to help clients plan for their financial future. Generated from the website