At Sun Prairie Financial Services, we’ll help you create a personalized financial strategy that helps you build for tomorrow while enjoying life in the present. We’ve helped neighbors just like you set short-term and long-term goals that fit their unique needs. We’re ready to do the same for you.
Personalized attention is key to our ability to build a comprehensive and cohesive financial plan to make your goals a reality. Our investment advisor representative specializes in helping clients with a range of financial and investment needs, such as:
A financial analysis
Retirement planning
Social Security planning
College funding strategies for children or grandchildren
Stocks and bonds
Mutual funds
Investment advisory accounts
Brokerage service
Life insurance
Disability income insurance
Long-term care insurance (both traditional and hybrid)
