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1700 North Central Avenue
Marshfield, WI 54449

Lawrence Nack, CFP®

(715)486-2181

 
The Long Run: Women and Retirement When Markets React Once Upon a Goal A New Way to Look at Your Bucket List

Understanding Today’s Financial Environment

Welcome, I’m Lawrence Nack, a financial consultant serving Marshfield, WI, Stevens Point, WI, and Wisconsin Rapids, WI. I understand that individuals face unique challenges as they prepare for retirement and their need for financial advice.  We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of Financial Planning, Retirement Income Planning, Insurance, Estate Planning, or College Savings, today and for many years to come. We look forward to working with you through all stages of your life, please call (888) 986-2181 with any questions or to meet in one of our offices,  Marshfield, WI, Stevens Point, WI or Wisconsin Rapids, WI.

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How to Make the Tax Code Work for You

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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