Client-Focused Financial Planning
We work closely with you to develop a customized financial plan that meets your specific goals and builds towards your unique vision for the future.Get Started Now
financial planning services
At Investment Designers, our goal is to help plan for the life you want now and in the future, while preparing you for potential roadblocks and risks along the way. In order to address the diverse needs of our clients, we offer a range of financial planning services.
how we work
Investment Designers is a Wisconsin-based financial planning company with more than 30 years in the financial services industry. We specialize in developing retirement plans for small businesses and creating customized financial plans for individuals and families.learn more
Check out our FAQs to find answers to the most common questions from our clients:
Investment Designers has developed a comprehensive process that works. We take everyone through a full financial plan and discuss all aspects of the plan before we talk about managing your investments. An equal amount of time is devoted to non-investment areas such as taxes, income planning, and Social Security, as is devoted to making sure your investments align with your goals.
Our first meeting is solely about you. It’s important for us to understand what’s on your mind and what’s most important to you. If we mutually decide there is a good fit, we will take the next steps.
The frequency of your meetings with a financial planner will depend on your individual needs and the services provided. We’ve developed a calendar-based service model for clients that desire our wide-ranging financial planning services over the course of a year. Sometimes that means meeting two to four times per year; sometimes it means only once per year.
In our experience, those who hire a financial advisor usually do so because their financial life has gotten more complex and they want more personalized attention given to it. Reasons for hiring an advisor can differ, but can usually be summarized as a lack of time, willingness, or ability to confidently handle their financial matters, so working with an advisor brings them peace of mind.
We have had Bud Nackers as our financial advisor since 2011. We believe he is the best financial advisor out here. We only deal with Bud, but think his associates have to be good as well. Bud, expects the best of all his employees
Always a person to talk with when you have a question and always able to help at that time or they get back in a prompt and timely manner. My wife and I recommend this company and Bud has always made our phone and in person meetings very comfortable. We really recommend this company.