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!

June is Men’s Health Month — a reminder to prioritize your health and encourage the men in our lives to do the same. Sma...
06/04/2026

June is Men’s Health Month — a reminder to prioritize your health and encourage the men in our lives to do the same. Small steps today can lead to a healthier future tomorrow. 💙

A few simple ways to focus on wellness this month:
✔️ Schedule a check-up
✔️ Stay active
✔️ Eat balanced meals
✔️ Take time to manage stress
✔️ Connect with family and friends

Good health is one of life’s greatest assets. Let’s make June a month to focus on healthy habits, mental well-being, and supporting one another along the way.

Wishing everyone a healthy and fulfilling June!

Where do you begin when buying a home? This article has some pointers.
06/03/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

It's June Dairy Month! 🐄🥛We’re proud to celebrate the hardworking dairy farmers and agricultural families who help make ...
06/01/2026

It's June Dairy Month! 🐄🥛

We’re proud to celebrate the hardworking dairy farmers and agricultural families who help make our communities strong. From early mornings to long days, their dedication helps feed families across Wisconsin and beyond.

One of the best Dairy Month traditions is attending a local dairy breakfast — a great way to support local farms, enjoy a delicious meal, and connect with the community.

If you’re local, be sure to stop by the Stratford Dairy Breakfast on Sunday, June 7th from 9:00 a.m. to 12:30 p.m. at the Country Aire Ballroom!

Wishing everyone a fun and delicious Dairy Month. Don’t forget to thank a farmer this June! 🚜

👇Share in the comments other Dairy Breakfast events! Maybe we'll see you there! 😋😁

☀️ Ready to make this your most memorable summer yet?Whether you’re looking for a dose of nostalgia or just want to soak...
05/30/2026

☀️ Ready to make this your most memorable summer yet?

Whether you’re looking for a dose of nostalgia or just want to soak up the season, here’s a challenge: How many of these classic summer activities can you cross off your list?

Try catching fireflies at dusk, taking a nap in a hammock, making lemonade from scratch, or jumping into the nearest lake. Host a backyard movie night under the stars, build a sandcastle, or pick wildflowers on your next walk. And don’t forget the little joys—blowing bubbles, eating a soft-serve cone, or simply watching the sunset from your porch.

This season is all about slowing down, reconnecting with joy, and making space for what matters—whether that’s adventure, rest, or a little bit of both. 🌻


Source:

Need inspiration for summer fun? Check out our list of summer activities and see how many you can cross out before Labor Day hits.

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to ...
05/28/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

True or False: The decor and service quality of a restaurant influence its Michelin star rating.❌ False. Michelin stars ...
05/26/2026

True or False: The decor and service quality of a restaurant influence its Michelin star rating.

❌ False. Michelin stars are awarded based on the food—nothing else.
The exciting summer travel plans that so many of our clients are sharing with us have made us curious about what a Michelin star really stands for. 🌟

Interestingly, its stars are given purely based on these five criteria:
1️⃣ Quality of ingredients
2️⃣ Mastery of cooking technique and flavor
3️⃣ The chef's personality reflected in the dish
4️⃣ Value for money
5️⃣ Consistency across visits

Notably missing? Ambiance, location, and service!

Here's what the numbers of stars mean:
⭐ Worth a stop
⭐⭐ Worth a detour
⭐⭐⭐ Worth a special journey

I hope you'll have fun making summer travel plans—and comment below if a Michelin restaurant is on your itinerary! 👇

🎖️Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They w...
05/25/2026

🎖️Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

🛑NOTE: Our office will be closed in observance of the holiday.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/22/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

After years of saving and preparing, some retirees hesitate to spend.That's understandable.But retirement isn't only abo...
05/21/2026

After years of saving and preparing, some retirees hesitate to spend.

That's understandable.

But retirement isn't only about preserving what you've built. It's about using it to support the life you want to live.

The first year isn't a test.

It's a transition.

And it's okay to take it one step at a time.

If you'd like to talk through what this season looks like for you, we're here.

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of acc...
05/19/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

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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