Retirement might seem far away today.. but it will be here sooner than you think! Start planning for the future TODAY! Want to chat about retirement planning? 📞(414) 677-7766 This June, we’re sharing helpful tips for all new graduates (both high school and college!) As you step into adulthood, it’s important to build financial literacy so you can make smart, confident decisions about your money!🎓

“I don’t think I make enough money to work with you.” I’ve heard this phrase over and over again. You don’t have to be a millionaire to work with me. All I look for in a client is someone who is committed to working on their finances! Someone who wants to grow. Someone who wants to see a change. The first step to financial planning is being honest with yourself. Putting it all on the table. If you can’t do that, we might not be a great fit. However, if you want to see a change and better your finances. We might be a great fit. Your financial situation won’t change overnight. You have to be in it for the long run. Staying consistent. For years, I’ve worked with clients and see them grow overtime. They didn’t start out with a lot. Now, we are growing and developing a strategy that works with them!! Remember, you have the power to make a change. ----------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me!

On Saturday, we attended Brookfield's Kids Fest! 🌞🌻 Thanks to everyone who stopped by our booth!

It’s the hardest financial conversation you’ll have. (And it matters the most!) Talking about death isn’t fun. No one said it would be. In fact, I hope you never have to use your life insurance. However, if something does happen… your family is covered. You can’t avoid the conversation. It will catch up to you at some point. That’s why it’s important to have those important conversations now. Before it’s too late. Life insurance provides you with the needed security for your loved ones. Don’t avoid those conversations. Have them. Talk about your legacy. I’ve seen too many loved ones struggling to pull together funds while grieving a loss. You don’t have to be one of them. Start today. --------------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me!