Fox Valley Wealth LLC

Philosophy Just as a pebble hitting the water creates a ripple effect, so do each of the financial decisions you make. At Fox Valley Wealth, we take the time to understand the financial decisions you've made, to verify that they integrate and coordinate with what you are trying to accomplish overall. Each household has a finite number of dollars. The more benefits and money supply we can accumulate with each dollar, the more security and wealth you will have. You may be giving away more wealth than you will ever accumulate in a lifetime. At Fox Valley Wealth, we educate you on how to keep your money in your own pocket instead of transferring your wealth away. Fox Valley Wealth helps you develop a "blueprint" for the structure of your financial well being. We bring your blueprint to reality by achieving these objectives: Discover the cracks in your existing foundation Repair any seepage (wealth transfers) that may be occurring unknowingly and unnecessarily Create a new foundation that stands the tests of time Build on your foundation with a financial approach that potentially creates wealth without changing lifestyle Create a legacy with strategies that work Our Services Insurance If there's one critical thing we try to impress upon our clients when it comes to insurance, it's the importance of protecting your future income. Investments At Fox Valley Wealth, we work with a wide variety of companies, giving you more freedom and flexibility in your investment choices. Financial Planning At Fox Valley Wealth, we consider your income, expenses, investments, debt and short-term, mid-term,and long-term goals—like paying for college or retiring comfortably—along with your taxes and financial risks (such as disability and death). Education Funding Our experienced team of financial experts can help guide you through the maze of college funding options. We ease your stress with a straightforward, no-nonsense approach to finding the funds you need for a quality education. Divorce Planning If you're facing a divorce, you probably have questions—lots of them. At Fox Valley Wealth, we can offer a dedicated, sympathetic network of attorneys, mediators and divorce specialists who'll work with you to make sense of everything you're going through. Business Planning Business Planning includes the activities, resources, equipment and materials needed to meet financial plan objectives, as well as a timeframe for implementation. Tax Planning Our Team at Fox Valley Wealth has the skilled professionals to serve as your "General Manager" for tax planning—much like that of a professional sports team. Estate/Wealth Management Preserving your assets through life's distribution phase—and ensuring your financial legacy—is one of the most important aspects of sustaining your lifestyle. Funeral Trusts An "Irrevocable Funeral Trust" is a trust that manages your final expenses. The biggest advantage of this trust is the peace of mind knowing your loved ones are taken care of. Irrevocable Estate Trusts The benefit of this type of trust for estate assets is that it removes all incidents of ownership, effectively removing the trust's assets from the grantor's taxable estate.

Address: 978 Trillium Trail Oshkosh, WI 54904, USA

Phone: +1 920 231 1888
FAX: +1 920 410 8070