Connect with Top-Rated Financial Planners in De Pere!

Krause Financial is an attorney-led firm that provides asset preservation solutions for estate planning and elder law attorneys and their clients. Using our specialized insurance products, resources, and support, we help attorneys streamline the process of advising clients planning for long-term care. Our team consists of highly-trained, dedicated professionals who prioritize the success of you and your practice. With our solutions, you can help your clients preserve their hard-earned assets and accelerate their Medicaid eligibility, safeguard their assets with long-term care insurance, offer funeral expense trusts, and provide tax-deferred annuities. We also offer resources such as Medicaid-compliant annuities, long-term care insurance, and educational resources to support your practice.

At Kadletz Wealth Management, we provide personalized financial guidance to help you achieve your goals and live an impactful life. Our team of experts offers a comprehensive range of services, including retirement planning, investment management, insurance, and estate planning. We take the time to understand your unique situation, motivations, and aspirations to develop a customized approach that simplifies your financial life. With our independent firm, you can rest assured that we will only offer unbiased investment products and services that align with your objectives and goals.

NAPFA is a professional organization of Fee-Only, fiduciary financial advisors that has been advocating for high professional and ethical standards for over 40 years. As a comprehensive financial planning organization, NAPFA provides access to financial planners who work in a strict Fee-Only, fiduciary capacity, focusing on client-centered planning and holistic financial plans. With a commitment to ongoing continuing education and adherence to rigorous competency standards, NAPFA-affiliated financial planners are equipped to help clients navigate complex financial issues and achieve their financial goals.