Welcome to WealthPlan, LLC.

Look at where you are in life and the events that led you here. More than likely, your experiences weren’t the same moments in each stage. Different changes came your way, affecting details like where you work, where you live, who depends on you, and more.

Perhaps you’re even in the middle of a transition now, awakening a new stage for you and your family. Have you recently:

  • Switched employers?
  • Settled a divorce?
  • Become widowed?
  • Served as a caregiver for your parents?
  • Experienced any other change in your life?

No matter how much you prepare ahead, you can’t always predict when new events come your way and how they may impact you. Properly managing these transitions is essential for maintaining your happiness and normalcy. Add managing your investments into these changes, and you have even deeper responsibilities to oversee.

At WealthPlan, we focus on providing a central point of contact and advisory guide for our clients, so they have financial support throughout each life stage. We believe that your investments shouldn’t create unnecessary complexity and stress. You also don’t have to feel alone when managing your retirement accounts, making decisions in the dark.

You’ve worked hard and saved for your retirement. Our WealthPlan team can help ensure you keep up with the momentum and manage your financial life with care.

WealthPlan, LLC Staff

Our staff at WealthPlan, LLC.


Our staff at a recent client appreciation event.

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Mike and Len both contribute to a weekly radio show providing timely insights into financial education for Northeast Wisconsin listeners.

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Explore How We Can Help You

You don’t have to manage your financial life alone. Our team is ready to help oversee your responsibilities and maximize your opportunities.

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You can start exploring a new path to your goals today. Contact us today for your complimentary consultation.

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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.