Sovereign Financial Group

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.

Michael St Marie is a financial advisor based in New London, WI, offering personalized financial advice to help clients achieve their financial goals. With a team of qualified professionals, he provides a range of advisory services tailored to individual needs, including investment strategies, estate planning, and retirement planning. St Marie holds multiple prestigious designations, such as CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary, demonstrating his commitment to ethical practices and comprehensive financial knowledge. His expertise encompasses various areas, including wealth management, behavioral finance, and specialized planning for domestic partnerships and seniors. Generated from the website

Krause Financial Services, based in De Pere, WI, is an attorney-led firm specializing in providing asset preservation solutions for estate planning and elder law attorneys and their clients. Through their specialized insurance products, resources, and support, they assist attorneys in streamlining the process of advising clients planning for long-term care. With a focus on Medicaid Compliant Annuities and Long-Term Care Insurance, Krause Financial Services offers solutions to help clients preserve assets, accelerate Medicaid eligibility, and safeguard their estate planning strategies. Their digital hub, Attorney Access, provides valuable tools and resources for legal professionals to enhance their practice and better serve their clients.Generated from the website