Who are we? “Whole-Life” Financial Advisors

Who we are… is shaped by who you are, there is no “one size fits all.” Getting to know you is very important. During the initial process, you can anticipate spending between four and six hours with us so that we can begin to learn what really matters to you. We engage you in the process by asking questions that help define what is important to you now and in the future. Our whole-life approach to financial planning provides the opportunity to achieve your individual family needs and to create a plan that will build your legacy through wealth protection and growth. We know from experience that investing is about the big picture, which is why we refer to our job as being whole-life planners. We understand that financial wealth must be a complement to personal well-being.

With Ellenbecker Investment Group, Inc. you are not just a portfolio; we appreciate and understand how hard you have worked for your money and we aim to make it work hard for you. Each client has at least two advisors who are available to answer your questions. As often as your life changes so do your dreams and plans and over time adjustments to your plan may be needed. We will initiate ‘update’ conversations, respond to your requests, listen to your concerns and expectations, and offer solutions and possibilities to meet your evolving needs. Our number one priority is that you feel comfortable with your plan, which is why we take as much time as necessary to ensure that you are involved in the process and the decision making. As a result many of our clients have been with us for over a decade.

Simply put: We are here to help you and your family plan for a lifetime.

We are not about selling products, concepts or trying to convince you what you need. We want to enhance your quality of life and help you understand how we can achieve that together. We will put together the right combination of professionals and strategies and adjust the plan as needed for you and your family to accomplish your goals and legacy. We are dedicated to maintaining lifetime clients for a lifetime of investing.

As always…we want to give “Wings to your Future.”