Alex Matz - Driftless Financial Group

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Alex Matz - Driftless Financial Group

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

09/01/2026

🐾 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!

06/02/2026

As we step into the sunny summer months, it's the perfect time to cultivate new financial habits that will bloom into long-term prosperity. Just like tending a garden, building wealth requires consistent care and the right foundation.

Start Small, Grow Strong
This summer, consider planting these financial "seeds":

Set up automatic savings — even $25 per week grows into $1,300 by year's end

Track your spending for just one month to identify money leaks

Create a summer budget that includes fun while protecting your future

Review and optimize your investment accounts

Ready to grow your financial future? Let's discuss which habits will work best for your unique situation. Your future self will thank you for the seeds you plant today.

Building lifelong financial wellness, one habit at a time.

05/25/2026

Today, we remember.

We will resume regular business hours on Tuesday, May 26th.

05/04/2026

🐾 Charlie: May the 4th be with you… I’ll be holding down my post like a true Jedi, watching the galaxy (and the neighborhood). The Force is strong here—especially when naps are involved.

👤 Alex: Just like the Jedi stay ready for whatever the galaxy throws their way, your financial plan should be prepared for unexpected twists and turns. Markets shift, life happens, and surprises pop up, but with the right strategy, you don’t have to fear the dark side of uncertainty. A little preparation today can help keep your long‑term goals on the light side of the Force.
If you want to make sure your financial plan is strong enough to handle whatever the galaxy sends next, I’m here to help.

05/01/2026

Bloom where you are planted 🌱

Last weekend, the Lifetime Financial team and our amazing clients came together to show some love to the place we call home. No matter where you live, there's beauty in caring for your community and taking pride in the spaces around you.

Here's to growing where we are, and leaving our community better than we found it!

Address

1289 County Road PH
Onalaska, WI
54650

Telephone

+16087861200

Website

http://driftlessfg.com/

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