Financial Strategies, LLC

Financial Strategies, LLC Financial Strategies, LLC, your local Insurance and Financial planning professionals for Health/Life

At Financial Strategies of Wisconsin LLC, we know that no one financial strategy fits everyone, which is why every client gets our undivided attention - from planning to ex*****on to follow-up. As your local insurance and financial planning professionals, our services include IRA’s, 401(k)s, SIMPLE IRA’s, retirement planning, wealth management, investment advisory services, estate planning, Medica

re plans, Affordable Care Act, life insurance, and funeral trusts. Our experienced, dedicated team is ready to help you better prepare for the future by tailoring strategies to your specific needs and goals. We look forward to developing a long-term, trusting relationship with you, so call us today!

🚀 Are you contributing to your retirement account? If so, you’re already ahead of the curve!But there’s a big difference...
06/17/2026

🚀 Are you contributing to your retirement account? If so, you’re already ahead of the curve!

But there’s a big difference between simply contributing and contributing with intention.

Most people set their contribution rate when they first enroll and never look at it again. But if your paycheck has grown since then, your savings rate might be lagging behind your lifestyle.

👉Take 5 minutes today to check these three quick things:
1️⃣Your Rate: Does your current contribution percentage still make sense for your goals?
2️⃣The Match: Are you leaving free money on the table, or are you maximizing your employer’s match?
3️⃣The Mix: Does your investment portfolio still align with your timeline and comfort with risk?

Three simple questions today can make a massive difference for your future. 🌱💵

💼 If you want to talk through how your retirement account fits into your bigger financial picture, send us a DM or drop a comment below. Let’s make sure your money is working as hard as you are!

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%.That's roughly two out ...
06/16/2026

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%.

That's roughly two out of every three households.

And it's held steady—even through elevated mortgage rates and shifting market conditions.

What that tells us is that homeownership is still deeply woven into how Americans build their financial lives. It remains one of the most common ways families create memories and connect with the community.

If you're among those two-thirds, this month is a good moment to reflect on what that decision has meant for your household. If you're working toward it, know that millions of others have walked that same road.



Source: Census.gov, September 9, 2025

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.If you're self-employed or earn i...
06/15/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and...
06/14/2026

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and national pride. Let's commemorate this day with respect and gratitude for our beautiful flag.

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.It's more tha...
06/13/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

🎉 We're Celebrating 20 Years! 🎉Twenty years ago, Financial Strategies of Wisconsin began as a small family business oper...
06/12/2026

🎉 We're Celebrating 20 Years! 🎉

Twenty years ago, Financial Strategies of Wisconsin began as a small family business operating from DuWayne and Joyce Mews' home. Since then, we've grown from a downtown Stratford office to our current location, where we've proudly served our community for the past 10 years.

Our story began with a simple mission: helping families protect what they've worked hard to build and plan confidently for the future. That mission continues to guide us today.

We're incredibly grateful to our clients, friends, and community for the trust you've placed in us over the years. Thank you for being part of our journey.

Here's to 20 years of serving Central Wisconsin—and many more to come! 🥳

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
06/11/2026

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Do your kids have the right stuff for college?
06/10/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

We’re halfway through the year — have you checked in on your financial goals yet? 📅A mid-year financial review is a grea...
06/09/2026

We’re halfway through the year — have you checked in on your financial goals yet? 📅

A mid-year financial review is a great opportunity to:
✔️ Revisit your goals
✔️ Review investment performance
✔️ Update retirement or savings plans
✔️ Adjust for life changes
✔️ Make sure your financial strategy still fits your needs

Life changes, markets change, and your financial plan should evolve with them. A quick review now can help keep you on track for the rest of the year and beyond.

If you’d like to schedule a mid-year financial check-up, contact our office — we’d be happy to help you review where you stand and discuss your goals for the rest of the year.

Considering a vacation home? 5 questions to determine if you’re ready.
06/08/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Address

Stratford, WI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+17156878608

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