Schmocker Financial Services has been helping individuals and families clarify and pursue their vision of the future since 1976. We strive to provide clients with an unsurpassed level of integrity, service, commitment, knowledge and expertise. It is our mission to provide our clients with the highest level of service and integrity as we partner with them through every phase of their lives. In ever
ything we do, our focus is always on what works best to meet our clients’ specific needs. We do this by assessing their individual financial goals and participate in the management of their finances at each step of the process. We want clients to have a consistent, predictable stream of income for life, and a portfolio that establishes a lasting legacy for future generations. Collectively, our advisors hold the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) professional designations. Combine that with our extensive experience in retirement planning and investment management, and our caring approach, and you have a partner you can trust to help assemble and coordinate all the important elements of your personalized financial plans. Because each of our clients’ goals and objectives are unique, we endeavor to construct a holistic financial strategy designed specifically for them. We offer a wide range of services to address the needs of individuals, families and small businesses, and customized insurance and investment products and strategies that seek to satisfy their financial needs. We are a strategic resource, here to help guide our clients on the path toward financial independence. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. 2800 National Drive, Suite 103, Onalaska WI 54650. The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html
