Lakeshore Investment, Insurance & Tax Services

Kadletz Wealth Management is an independently owned financial consulting firm with more than 14 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.

InPower Investments & Wealth Strategies is a financial and insurance services company located in Neenah, WI. With decades of experience in the industry, their dedicated and educated team of planners and staff are committed to assisting clients with their investment, retirement, and insurance needs. They take an individualized approach, using their trademarked Pillar of Retirement Strategy, to create customized plans that help clients meet their long-term financial goals while avoiding unnecessary loss or tax. Through their holistic approach, InPower Investments & Wealth Strategies focuses on each phase of retirement and business planning, including accumulation, conservation, distribution, and legacy. They address external threats to clients' portfolios, such as rising healthcare costs and premature death, and emphasize the importance of interest and inflation in portfolio planning. Additionally, they provide strategies for ensuring liquidity, generating lifetime income, alleviating taxes, mitigating market risks through diversification, and offering personal and business planning services.Generated from the website