State Farm Insurance

Fortress Planning Group, based in Pewaukee, WI, is an independent, fee-only, fiduciary firm specializing in comprehensive wealth management plans for families and individuals. With a focus on coaching clients towards a holistic view of wealth and family stewardship, they work virtually with clients across the country to create customized blueprints for financial security and freedom. Specializing in investment management, retirement planning, income tax planning, insurance planning, and estate planning, Fortress Planning Group helps successful family stewards navigate the complexities of financial decision-making, offering guidance and support to ensure their clients' long-term financial well-being.Generated from the website

Fischer Wealth Management, located in Pewaukee, WI, focuses on comprehensive financial planning that prioritizes educational collaboration and personalized guidance to help clients achieve their unique goals. Specializing in retirement income strategies, the firm supports clients through various planning areas, including investment, income, legacy, and tax planning, ensuring a tailored approach to each individual's financial journey. With a commitment to heart-centered planning, Fischer Wealth Management emphasizes the importance of aligning financial decisions with clients' values and life experiences. Their team collaborates with clients to create actionable strategies, ranging from charitable giving to small business succession planning, fostering a deep sense of purpose and impact in their financial endeavors. Generated from the website

State Farm, established in 1922, is dedicated to providing a comprehensive range of insurance and financial services tailored to meet the diverse needs of individuals and businesses. With a network of over 19,000 agents, they emphasize personalized coverage options, including auto, home, life, and small business insurance, ensuring customers have dedicated support during critical moments. The company offers significant savings through their bundling options and various discount programs, allowing customers to customize their protection while managing costs effectively. State Farm also takes an active role in community support and environmental initiatives, reflecting their commitment to being a responsible corporate neighbor. Generated from the website