Kenneth Wirtz, CASL, CFP®, ChFC, CLU, LUTCF

Kenneth Wirtz, CASL, CFP®, ChFC, CLU, LUTCF

Financial Services Representative

Domicile State: WI

As an experienced Financial Planner, I have the knowledge needed to assist clients with their financial plans and help them meet their long-term goals.

I work closely with my clients and can also work with you- in partnership. I will help you:

  • Define your personal financial goals.
  • Develop a written plan that can help you achieve these goals.
  • Allocate your assets based on your own tolerance for risk and your time frame.
  • Implement your strategy with products and services that help meet your needs.  Of course, you are free to implement your plan at the financial institution of your choice.
  • Monitor and adjust your portfolio for any of life's changes that may alter your course.

I began my financial planning practice in 1992.  A graduate of UW River Falls, I'm also a member of prestigious organizations such as NAIFA and I am a CERTIFIED FINANCIAL PLANNERTM certificant, from the Financial Planning Board of Standards.  I have also obtained the  Life Underwriters Training Council Fellow (LUTCF),Chartered Financial Consultant (CHFC), Certified Life Underwriters (CLU,) and Chartered Advisor for Senior Living (CASL.)

As a responsible and active member of the community, I am a member of the First United Church of Christ.

I can also help you achieve these goals:

  • Funding higher education for your children.
  • Wealth accumulation strategies.
  • Asset protection.
  • Asset allocation.
  • Tax Planning.**
  • Retirement income goals.
  • Estate Planning.**
  • Protection for your survivors.
  • Gifting strategies.**
  • Business continuation and preservation.

**Of course, you should always contact your tax or legal advisor for more complete information as to how any tax strategy or plan will impact your specific situation.

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.  Drawing on my knowledge, know-how, experience, and world-class planning tools, I help build financial freedom for my clients.

At FSG, I have access to a wide variety of financial services professionals, including insurance, investment, business, and other professionals.  I will work closely with you and your own advisors, such as your attorney or accountant with one set of goals in mind - yours.

Phone (920) 632-6155