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Personalized Planning Process

T Jay and Stephanie provide customized personal financial planning, risk management and investment management services to individuals, families, and business owners, through their affiliation with United Planners.

T Jay and Stephanie begin with an initial free consultation to learn about you and your situation. This meeting gives you an opportunity to get to know them and determine if they might be a good fit to serve you. While the initial meeting is normally a face-to-face conversation in their office, video conference also works well. After a thorough review of your situation, values and priorities they begin the planning process. The initial consultation is followed by a course of action they define together that is comfortable for you and meets your needs.

T Jay and Stephanie take pride in being independent. They believe in the strength of client relationships and the core values embodied in The 4 Way Test. We are here to help you plan life the way you want to live it.

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  •   1000 Lakeshore Drive West, Ashland, WI 54806
  •   715-682-3430
  •   info@ringenbergfg.com

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Ringenberg Financial Group and United Planners Financial Services are independent companies.

*T. Jay Jones & Stephanie Eder are Registered Representatives offering securities and advisory services through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.

This communication is strictly intended for individuals residing in the following states: AZ, CA, FL, GA, IL, MI, MN, ND, NY, OR and WI.  No offers maybe made or accepted from any resident outside the specific state(s) referenced.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This page may contain links to third-party company websites. By selecting a link, you will be leaving our website and launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Ringenberg Financial Group nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

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