Get in Touch

We're here when you're ready.

Whether you have a quick question, want to ask about an upcoming seminar, or just want to introduce yourself — reach out. Thomas reads every message and replies personally.

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Office

948 Herriot Drive
Mauston, WI 53948

By appointment only

Phone

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Have a question, want to learn more about a specific topic, or just curious if we'd be a good fit? Send us a note and we'll get back to you.

Where We Are

Find us in Mauston.

Our office sits in the heart of Juneau County. Plenty of parking, easy to find, and the coffee's always on.

Service Area

Serving Wisconsin, primarily central and southwest.

Most of our clients are within a couple hours' drive of Mauston — Juneau, Sauk, Adams, Dane, Columbia, Jackson, Monroe, and surrounding counties. We meet in person whenever it fits, and by video when it doesn't.

If you're elsewhere in Wisconsin and would still like to talk, reach out — we'll figure out whether we're the right fit.

Ready to Take a Step?

The best first step is Your Retirement Snapshot.

If you're thinking about scheduling a meeting, the Snapshot helps us prepare so our first conversation is actually useful. About 5 to 8 minutes online.