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

Our Firm

We are a full-service financial Firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

We help you build financial freedom. It can start with knowing that we are here to help you attain your financial goals and dreams and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way.

While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

 

Our Areas of Focus Include:

401k Rollovers 403b Plans Annuities Business Continuation Strategies

  • Charitable Giving Strategies  Disability Income Insurance

 Education Funding Strategies Estate Analysis/Conservation Strategies Financial Planning

 IRA Rollovers/Consolidation Life Insurance Long-Term Care Insurance 

Lump Sum Pension Distribution

Mortgage Protection (through life insurance and disability income insurance)

Mutual Funds Pension Payout Alternatives Retirement Planning Roth IRA Stocks & Bonds

  Wealth Management 

*Property & Casualty insurance is offered through a variety of insurance companies that are not affiliated with MassMutual any of its affiliates.

 

About MassMutual

  • Has paid dividends to eligible participating policyowners every year since 18691
  • Ended 2016 with $675 billion of assets under management2 
  • Finished 2016 with a record level of total adjusted capital — $17.3 billion, while surplus totaled $15.4 billion; both are key indicators of the company's financial strength3
  • Achieved record breaking weighted whole life insurance sales4  of $657 million in 2016  — the eleventh straight year
  • Attained $18.3 billion in total Workplace and Institutional sales, with a record $11.4          billion of retirement plan sales in 2016
  • Supported a national network of more than 9,500 financial professionals at year-end 2016 — highest ever
  • Financial strength ratings among the highest of any company in any industry:
    •  A.M. Best Company: A++ (Superior)
    •  Fitch Ratings AA+ (Very Strong)
    •  Moody's Investors Services Aa2 (Excellent)
    •  Standard & Poor's AA+ (Very Strong)
  • Ranked 77 in the annual FORTUNE® 500 ranking5
  • Best Places to Work for LGBT Equality (100% Corporate Equality Index), 2016
  • Provided more than $20 million in charitable contributions in 2016, focusing on financial    education, education and economic development in our communities, and evolved our      FutureSmartSMFinancial education program for middle— and high school students,          offering an innovative digital curriculum that has already educated nearly 400,000
  • Named a 2017 World's Most Ethical Company by the Ethisphere Institute,                recognized as a top company for executive women by NAFE, and honored by                    ContactCenterWorld as on of the America's top-ranking performers in its contact center    and customer service categories. 
  • Issued more than $690 million of life insurance coverage since 2002 through                    MassMutual's LifeBridgeSMFree Life

 

 

About Financial Solutions Group Wealth & Risk Management Services, LLC

  • Our Firm has had a long standing presence in Wisconsin with roots going back to 1846
  • Serving over 116,000 clients
  • 2016 America's Council Qualifier

 

1Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 07/01/2017 and are subject to change.

1 Dividends are determined annually, subject to change and not guaranteed. 2 Assets under Management include assets and certain external investment funds managed by MassMutual subsidiaries, including OppenheimerFunds, Inc. and Barings. 3 These consolidated results also include MassMutual's U.S.— domiciled, wholly owned subsidiaries: MML Bay State Life

Insurance Company and C.M. Life Insurance Company. 4 Weighted sales are based on annualized new premium, with single premium payments calculated at 10 percent. 5 Data source: FORTUNE® Magazine, 6/12/17. 6 MassMutual pays the premiums on $50,000 of term life insurance for eligible parents or guardians, with the benefit paid into a trust earmarked for their child's education. Trust services provided by The MassMutual Trust Company, FSB, a wholly-owned subsidiary of MassMutual. CRN201807-21500

 

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Check the background of this financial professional on FINRA's BrokerCheck