Thom Mehl - Thrivent

Planning for Life. Providing Peace of Mind.

Boardwalk Financial Strategies, located in Delafield, WI, is a Registered Investment Adviser that specializes in providing integrated financial planning and investment advisory services for families, individuals, and business owners with $2 million in investable assets. As independent fiduciaries, they prioritize the best interests of their clients, offering personalized service without sales pitches or hidden fees. The firm emphasizes a holistic approach to wealth management, focusing on customized financial paths, expert advice, and comprehensive portfolio management. Their mission is to simplify complex financial decisions and guide clients through various life transitions with confidence and peace of mind. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy