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1700 North Central Avenue
Marshfield, WI 54449

Lawrence Nack, CFP®

(715)486-2181

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

Helpful Content

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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Social Security: The Elephant in the Room

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Insuring Your Business With a Buy/Sell Agreement

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How Income Taxes Work

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Split Annuity Strategy

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How Does Your Credit Score Compare?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

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Investment Strategies for Retirement

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

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Acres of Diamonds

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

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