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Financial Planning & Investment Management*

Personal financial planning requires experience and competency across a wide range of financial disciplines, as well as the time and commitment to understand your individual needs. As IARs of United Planners our comprehensive planning process begins with getting to know you. Based on your priorities, we build a customized plan that integrates your values, priorities, objectives, and resources. Your plan may include collaboration with other professionals as well as services provided by our firm. Some of our services available to you include:

  • Advisory Services (fee-based)*
  • Investment Planning and Management*
  • Retirement Income Planning
  • Retirement Planning
  • Estate Planning
  • Risk Management Planning
  • Charitable Giving Strategies
  • College Funding Strategies
  • 401(k) and other Business Retirement Plans*
  • Social Security Retirement Consulting
  • and more

 

As your situation changes in life, our team will work with you to continually monitor your plan and assist with making necessary adjustments to help you and your family succeed.

We provide the knowledge, resources, and personal attention to help you successfully manage the financial responsibilities of educating your children, protecting your family, building your retirement savings, planning your retirement income strategy, and enjoying a great life.

*Securities and advisory services offered through United Planners Financial Services

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Contact info

  •   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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