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Karen
Ellenbecker, founder and owner of Ellenbecker Investment Group,
Inc. has worked in a variety of areas of the investment industry
throughout her lifetime. She has enjoyed all of her experiences
and has used what she learned as a foundation for her company.
Her experience has helped her understand that most people (including
herself) need and want something more than financial advice. Ellenbecker
Investment Group, Inc. was founded in 1996 and is a family
owned business. Many of Karen's employees have been with her since
the inception of the company and several of her clients have been
with her even longer!
When
Karen began in the investment field she was a single mother raising
her three children. Her time was extremely valuable and free time
was almost non-existent. She needed help with several different
financial aspects of her life and did not have the time, or the
energy, to research where she could receive the help she needed.
Karen's personal experience is the foundation of Ellenbecker
Investment Group, Inc. Karen started this business because
she is committed to helping people with their entire life planning,
not just their investments. She understands that wealth is important
and essential but she also knows that being able to enjoy it is
often much more important.
Ellenbecker
Investment Group, Inc. offers a whole-life approach to investing.
We believe the needs of all clients are unique and deserve a unique
approach. At Ellenbecker Investment Group, Inc.
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We
take the time to understand your needs, wants and goals. |
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We
work with our clients to find the right combination of investments
that reflect individual risk tolerance. |
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We
do the research, but also help you understand how your wealth
is positioned and corresponding benefits. |
You
have worked hard for your money, now is the time for your money
to work hard for you. Call us today for a free consultation and
"Give Wings to Your Future."
We
are excited to announce a new partnership with the Wisconsin Athletic
Club, and Froedtert & Medical College Small Stones Health
and Wellness Center. This partnership brings more to our clients
than financial security. Most of you know someone who died shortly
after retirement leaving his or her spouse financially sound,
but emotionally and spiritually devastated. The goal of this relationship
is to enhance our ability to create and enjoy a higher quality
of life. Together the Wisconsin Athletic Club, Froedtert &
Medical College and the Ellenbecker Investment Group are
reinventing the traditional health club, hospital and financial
institution. Ask yourself the following questions. When do most
people go to the Doctor? When they are sick. What about joining
a health club? When they are out of shape or getting ready for
major surgery. And when do you evaluate your retirement income?
When you are ready to retire. Statistically many of us could be
retired for as many years as we have worked! We want to give you
practical ways to take new steps towards balanced living. This
partnership will broaden our seminar topics and increase the resources
available to our clients.
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