Financial Solutions Group Wealth & Risk Management Services, LLC

CONNECT

Address:

9000 W. Chester Street, Suite 100
Milwaukee, WI 53214

Phone:

(414) 615-4850

Fax/Other:

(414) 615-4960

Josiah Penniman

Josiah Penniman

Domicile State: WI

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Term and Whole Life Insurance
  • Universal and Variable Universal Life Insurance
  • Fixed Annuities
  • Tax Sheltered Annuities, 403(b) Plans
  • IRA Consolidation / Rollovers
  • Pension Transfer / Rollovers
  • Pension Payout Alternatives
  • Lump Sum Pension Distribution
  • Education Funding Strategies
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage

ORGANIZATIONS

  • Rotoract, Newaukee, Member of Epikos Church, Milwaukee CWO Adventure Club, Allis Chalmers Toastmasters Club, Art Milwaukee, Riverwest Coop.

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Wisconsin

PERSONAL

  • 2 Year resident of Milwaukee
  • Education: BA in Marketing, Crown College
  • Hobbies: Waterskiing, Boating, Kayaking, Golfing, Camping, Traveling.
Phone 414-615-3339
Fax 414-615-4960
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck