Philip Schweik

08/19/2026

Estate planning can help protect your loved ones and ensure your wishes are honored. If you don't know where to begin, here are some steps to consider: https://wtop.com/lifestyle/2026/07/how-to-tackle-estate-planning-basics-in-6-steps/
• Work with a trusted estate planning attorney.
• Make a list of your assets and outstanding debts.
• Choose the people you trust to carry out your wishes.
• Put the necessary legal documents in place.
• Keep your documents organized and accessible.
• Review and update your plan as your life and circumstances change.
Need help coordinating your estate plan? Contact our team to learn how we can help.

08/14/2026

Being cognizant of my environment is integral to my role, and focusing on details significantly contributes to achieving success. It is essential to ensure that appropriate adjustments are made when needed to maintain productivity.

National Financial Awareness Day serves as a prompt to take control of your financial future! Utilize this day to assess your finances, analyze your savings objectives, gain a clearer understanding of your debt, and ensure that your financial strategy aligns with your aspirations! Reach out to our team to discover how we can assist you in developing a customized plan.

08/05/2026

Catching fish like this over summer vacation can be a fun family experience, but now its August and it's Back-to-School Month. With that it's time to prepare for the school year ahead while reviewing your financial plan for education-related expenses. Whether you're helping pay for your children's or grandchildren's school supplies, tuition, or future college costs, our team is here to help you build a strategy that fits into your overall financial plan. Feel free to reach out to me and I can set you up with one of our esteemed advisors.

07/29/2026

Nearly 3 in 10 Americans in their 50s still don’t have a retirement account, pensions are pretty much a thing of the past, and even those who have retirement accounts or pensions may be facing savings that fall short of what’s needed to sustain their lifestyle. We’re more than halfway through 2026, and if you haven’t started building or reviewing your retirement strategy, now is the time to act. Catch-up contributions, employer matches, and smart planning moves can still make a meaningful difference. Contact our team today to get started.

07/28/2026

A few photos with Tracy, Christina and Larry from our office at 207 Grand Ave. Wausau, Wisconsin. Feel free to stop in and say hi and get to know some of our team.

07/21/2026

Catching walleyes like this can be a very good possibility especially when you spend time on the water. As we get older and we begin approaching retirement age, we would like to think we will have more time to enjoy catching big fish like this. But are you actually prepared for the next chapter of your life?
Taking the time to address key milestones like creating an income strategy, managing debt, and planning for healthcare, family, and lifestyle changes can help you feel more confident about your future.
Let’s work together to help ensure your plan is aligned with your goals. Feel free to reach out to me and I can set up a confidential meeting with one of our great advisors.

07/19/2026

Spending quality time with family is a significant aspect of retirement, and cherishing trips like these is something we all value deeply. We are witnessing a trend of more Americans retiring earlier than anticipated, making preparation a crucial element of the process. A key component of this preparation is establishing a comprehensive Estate Plan that is in harmony with current retirement trends.

It is essential to consider that, should an unforeseen crisis occur, your family will be safeguarded without enduring what could potentially be years of probate.

If you would like to learn more about how we can help you create an estate plan, please do not hesitate to reach out, and I will connect you with one of our esteemed advisors.

07/07/2026

Family First! It is never too early to start planning.
Most of you may not know, but July is Good Care Month, and this is a reminder that caring for the people we love often starts with planning ahead. Long-term care planning is part of that. With a shared room at a nursing facility averaging around $9,000 per month, make sure you have a plan in place for this expensive possibility in order to protect your spouse and heirs from having to spend down all your assets to qualify for government assistance. Today’s hybrid strategies can include in-home help with the daily activities of living, too.
Taking the time to have these conversations today can help make future decisions easier knowing everyone is cared for when it matters most. Contact us to discuss more!

07/03/2026