Investments & Financial Planning

Your vision, our expertise

Sun Prairie Financial Services logo

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)
  • Medicare supplement
  • Wealth transfer or charitable gifting

Sun Prairie Financial Services is in Bank of Sun Prairie’s Wealth Management office on Grand Avenue in Sun Prairie. Contact Luke McElhenie, Financial Advisor, to get started!

Luke McElhenie
Luke McElhenie Sun Prairie Financial Services, Financial Advisor Sun Prairie - West 608.467.1860 Email Luke Connect with Luke McElhenie on LinkedIn
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