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Welcome to financial planning group, LLC

financial planning group, LLC has a simple mission: Be there for our clients and let them know we care. We make this seemingly simple promise to each and every one of our clients as the foundation of our business. Building on our small-town location in Oshkosh, we strive to bring those same small-town values and integrity to every relationship by truly listening to each individual’s concerns. By tailoring a customized solution, we assist our clients in reaching their goals in these confusing economic times. Our team of advisors officially formed in June, 2012 and we are looking forward to helping YOU!

Whatever your goals, we can help you get there!

At financial planning group, LLC we assist our clients working through the financial planning process.

Steps of process


  • Bonds
  • Common Stock
  • Mutual Funds

Financial Planning

  • Estate Planning
  • Retirement Planning
  • Business Planning


  • Disability
  • Life
  • Homeowner

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