Cindi Ritcey Fox, Financial Adviser

Cindi Ritcey Fox, Financial Adviser Experienced Financial Services Professional, providing Financial Wellness to Individuals, Families & I am not licensed in all jurisdictions.

My Core Values as a person and a professional.
1) Work with Integrity
2) Stay out of my comfort zone
3) Have pride in what I do
4) Work as a team
5) Be results based
6) Live life with Balance
7) Have FUN! After running a successful Corporate Benefits Planning Agency from 1990-2006, plus cross marketing into the financial planning world, I found my true calling in teaching financial wellness

to individuals, families and in Corporations by providing financial wellness education as an employee benefit. If you are interested in learning about financial wellness through MAP, please contact me at: [email protected]

Agent/RR/Eagle- I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 135 S. 84th Street, Suite 201 Milwaukee, WI 53214 414.256.8700 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0D11091.

I’m proud that my long term philanthropic involvement and leadership with Children's of WI resulted in a $25,000 Communi...
10/11/2024

I’m proud that my long term philanthropic involvement and leadership with Children's of WI resulted in a $25,000 Community Impact Grant from .

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got an...
08/30/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

Despite post-coronavirus economic growth, this recovery has everyone feeling worse than the slow climb back after the Gr...
08/20/2022

Despite post-coronavirus economic growth, this recovery has everyone feeling worse than the slow climb back after the Great Recession. Learn why consumer sentiments are plummeting.

The country is rebounding far faster than it did after the 2008 financial crisis. All Americans seem to be focused on, however, are surging prices.

While nobody knows when or if a recession might happen, it may be wise to start preparing by looking at how it could aff...
08/18/2022

While nobody knows when or if a recession might happen, it may be wise to start preparing by looking at how it could affect your retirement savings.

The U.S. economy shrank for a second straight quarter, which has renewed many Americans' concerns that a recession could be coming.

The guidance you will receive will be personalized with your goals in mind, so your needs are met. Contact me to discuss...
01/03/2022

The guidance you will receive will be personalized with your goals in mind, so your needs are met. Contact me to discuss this further.

Thanks everyone for all your special warm birthday wishes – What a great way to turn 60! Daniel & Clayton for the amazin...
10/25/2021

Thanks everyone for all your special warm birthday wishes – What a great way to turn 60! Daniel & Clayton for the amazing Blood/Love show on Thursday ~ Dawn & Dr. Judy for the surprise dinner party on Friday ~ Michael & Paul for the amazing day together Saturday, and this momma had all her children plus 10 grandkids for the game Sunday while pumpkin carving on my birthday! Life doesn’t get any better than this 😊 I feel so loved - XOXO

I am so honored to have received a $25,000 Community Impact Grant for Children’s Hospital while working as one of Dairy ...
09/27/2021

I am so honored to have received a $25,000 Community Impact Grant for Children’s Hospital while working as one of Dairy Cares Co-Chairperson. Most of all, I am excited to announce that I reached my personal goal of $1 Million Dollars to local charities of Fox Valley before I turned 60!

07/22/2021

This year taught us to prepare for the unexpected. As we head back into the world, now is a great time to understand how long you could afford to be back at home. I can help when you're ready to talk.

How long could you go without a paycheck? Disability Insurance from New York Life can give you and your family the security you need.

07/20/2021

"Trust yourself. Create the kind of self that you will be happy to live with all your life. Make the most of yourself by fanning the tiny, inner sparks of possibility into flames of achievement." —Attributed to Golda Meir. Confidence is built from achievement. What is a time you've achieved something that made you more confident?

07/15/2021

"Don’t ask yourself what the world needs. Ask yourself what makes you come alive, and then go and do that, because what the world needs is people that have come alive." —Howard Thurman. Inspiration can fuel change. What inspires you?

Take this as a lesson to keep track of your 401(k) accounts as you change jobs throughout your career.
07/13/2021

Take this as a lesson to keep track of your 401(k) accounts as you change jobs throughout your career.

Make a 401(k) rollover a priority

I am so proud to have qualified for New York Life’s Chairman’s Council and stand among my peers who put love into action...
07/10/2021

I am so proud to have qualified for New York Life’s Chairman’s Council and stand among my peers who put love into action each and every day.

Address

1760 American Drive
Appleton, WI

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19208821830

Website

http://www.financialwp.com/in/cindifox

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