Our Lodi office is located just north of Madison, WI, near Lake Wisconsin. We are easily accessible, located on South Main Street in historic downtown Lodi.
160 S. Main St.
Lodi, WI 535555
Items to Bring:
- Latest tax return
- Bank account statements
- Non-retirement investments
- IRA and Roth IRA investments
- Workplace savings investments:
- SIMPLE IRAs
- SEP IRAs
- Wills or trusts
- Cash-value insurance policies
- General idea of monthly expenses
- Any other documents you feel might be relevant to your financial goals