Fliess Financial Services

Retirement Advocates Inc. in Kenosha, WI, specializes in creating personalized retirement plans for individuals with assets of $300,000 or more, ensuring that clients achieve clarity and confidence in their financial futures. Their comprehensive ClarityToProsper process includes detailed financial assessments, tailored investment strategies, and ongoing support to help clients enjoy a worry-free retirement. Founded by Maria G. Fliess, the firm focuses on addressing common retirement concerns such as outliving wealth, maximizing Social Security benefits, and tax-efficient strategies, all while providing a client-centered approach with integrity and unwavering support. Their mission is to empower clients to secure a comfortable lifestyle and protect their legacies for future generations. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kelly Banner is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kenosha, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kristen LaFranzo is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Kenosha, WI make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.