Alex Matz - Driftless Financial Group

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Alex Matz - Driftless Financial Group

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Driftless Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Important Information & Disclosures: http://bit.ly/2f98X9d

09/15/2026

Due to the forecasted rain, Driftless Financial has made the difficult decision to cancel our Ecker's Farm event scheduled for this Saturday, September 19th.

While we are disappointed that we won't be able to gather as planned, we would still like to offer attendees a small treat from Ecker's Farm. You are welcome to stop by our office to pick up a ticket redeemable for either a beverage or apple of your choice.

Please note that tickets must be picked up by Friday, September 25th.

Thank you for your understanding, and we appreciate your support. If you have any questions, please don't hesitate to reach out.

09/12/2026

Happy Birthday to Charlie! He turned 13 today! At his age he has a lot of doggy wisdom to share. Drop in the comments any questions that you may have and then, within a wag of a tail, he will get back to you.

09/09/2026

We can't wait to see you at Ecker's Farm on Saturday, September 19th from 1-4p.

You will receive a ticket for your choice of an apple or a drink. We hope to see you there!

09/04/2026

🐾 Charlie: "Labor Day road trip mode activated! I've claimed the best seat in the car and volunteered to be the official snack navigator. It's important work and somebody has to do it."

👤 Alex: As many of us hit the road or spend time with family and friends this Labor Day weekend, let's take a moment to appreciate the hardworking people who help keep our communities moving forward every day. Wishing you a safe, relaxing, and enjoyable holiday weekend wherever your travels take you.

Happy Labor Day from Charlie and me!

09/01/2026

🐾 Charlie: I've discovered that if I rest my chin here and stare long enough, good things happen. Sometimes it's a treat. Sometimes it's a belly rub. Either way, patience pays."

👤 Alex: Patience is an important part of financial planning, too. While it's tempting to focus on quick results, a well-designed strategy is built to help you stay focused on long-term goals and navigate life's changes with confidence.

08/27/2026

🐾 Charlie: Some of my favorite things are treats and quality time with friends. Lucky for you, this event has both... though I have some unfortunate news. Due to Ecker's Farm's no-pets policy, I won't be able to attend this one. I'll be counting on all of you to enjoy the apples, drinks, and fall fun on my behalf! 🍎🍂🐾

👤 Alex: We'd like to thank our amazing clients by inviting you to join us at Ecker's Farm on Saturday, September 19th, from 1:00 PM to 4:00 PM.

As our guest, you'll receive a ticket for a free apple or drink. Come enjoy a fun fall afternoon with the Driftless Financial Group team. We look forward to seeing you there!

08/25/2026

Driftless Financial invites you to join us at Ecker's Farm on Saturday, September 19th from 1-4pm.

As a token of our appreciation, you will receive a ticket for a free apple or drink. We hope to see you there!

07/27/2026

🐾 Charlie: "I always appreciate a helping paw when it comes to dinner time. Today, my assistant made sure my bowl was filled and quality checked. I can't say I approved of the waiting part, but the service was excellent."

👤 Alex: Just like Charlie depends on someone to help keep his food bowl full, financial success often comes from developing good habits and learning from others. The earlier we start teaching the next generation about saving, planning, and responsibility, the more prepared they can be for the future.

Small lessons today can grow into lifelong confidence tomorrow. I'm here to help.

07/16/2026

We are excited to share some important news with you!

As our firm continues to grow and evolve, we will be changing our name from Lifetime Financial to Driftless Financial Group.

This change is being made proactively to avoid potential trademark issues and to establish a name that reflects our future. It also marks an exciting milestone as Alex and Kathleen continue building upon the strong relationships and trusted service that have defined our firm while creating a legacy of their own.

While our name is changing, everything else you know, and trust remains the same. You can expect the same dedicated team, the same personalized guidance, and the same commitment to helping you pursue your financial goals.

We are also thrilled to welcome Colin Kalsbeek to the Driftless Financial Group team. A recent graduate of the University of Wisconsin – La Cross, Colin has a passion for numbers and financial planning. He will be working alongside Alex and Kathleen behind the scenes to support our clients and is eager to walk alongside you throughout your financial journey.

Thank you for the trust and confidence you have placed in us over the years. We are grateful to be part of your financial journey and look forward to continuing to serve you as Driftless Financial Group for many years to come.

For additional information about our transition, please visit www.driftlessfg.com.

Warmly,
Driftless Financial Group

06/12/2026

Name a better way to spend your day than fishing with the Lifetime Financial team!

Grateful for beautiful weather and awesome company!

Address

1289 County Road PH
Onalaska, WI
54650

Telephone

+16087861200

Website

http://driftlessfg.com/

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