Free Financial ConsultationPlan more, worry less with your personalized financial plan
Independent financial advisor Mitz Schueman can help you craft a comprehensive retirement plan centered on what matters to you.
Whatever your plans for the future may be, we will work with you to discover your goals and create a personalized strategy to help you achieve them.
- 401k Rollovers
- Traditional & Roth IRAs
- Long-Term Care Solutions
- Education Expense Planning
- Retirement Strategies
- Mutual Funds
- Life Insurance
- Funeral Expense Planning
GUIDANCE EVERY STEP OF THE WAY
As you grow and change, so do your priorities. Through all of life’s stages, we help you meet your current needs and guide you to your future goals.
We offer complimentary annual reviews to evaluate your goal progress and assess if any adjustments to your financial plans are needed to accommodate life changes.
FREE FINANCIAL CONSULTATION
No matter what you envision for your future, we will work with you to discover your goals & create a personalized strategy to help you achieve them.
Call 608.644.2712 to schedule your free financial consultation!
Virtual appointments available.
Park Avenue Investments offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Bank of Prairie du Sac and Park Avenue Investments are not registered as a broker-dealer or Registered Investment Adviser. Bank of Prairie du Sac and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered through Park Avenue Investments or CES Insurance Agency.
Investments are not insured by the FDIC or any other federal government agency and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.
This Hot Deal is promoted by Sauk Prairie Area Chamber of Commerce.