Woodmen Financial Resources is a full-service financial firm that makes financial planning personalized, practical, convenient, and easy.
As one of our clients, you’ll receive value and financial confidence that’s delivered with exceptional customer service.
Based in Green Bay, Wisconsin, we assist clients throughout the U.S. who want objectivity without any product or sales influence.
We recognize that our clients lead active and complex lives in a world where managing their investments is more complicated and time-consuming than ever before. Working with specialized investment professionals can provide a level of confidence and convenience that’s challenging to get on your own.
Our highest priority is creating value and financial confidence for our clients by offering the following comprehensive services:
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Portfolio Analysis
Reviewing investment choicesAsset Allocation Design
Selecting the investments that meet your goals and risk toleranceInvestment Management
Periodic reviews of investment performanceInsurance Planning
Deciding on types of insurance needed: Life, Health, Disability, Long Term CareEstate Planning
Planning for wealth transfer among generationsRetirement Planning
Lifetime income optionsCollege Funding Strategies
Investment options for future college expensesComprehensive Financial Planning
Looking at the entire picture
We follow a disciplined approach to balance risk and return for you. We coordinate our planning with tax and legal professionals to optimize your wealth accumulation and estate preservation. And we believe that it’s easier for you to make informed decisions when we’ve helped you understand your financial options.
When you work with Woodmen Financial Resources, you can continue to count on us as your life changes—your family grows, a college education is need, you want or take a new career path, loved ones pass on, income increases or decreases, or your goals change because of tragedy, blessings, or simply time—through it all, we’ll be here to help you through those transitions and keep your financial goals updated.
We encourage you to explore our site and learn more about what we can do for you. If you have any questions or would like more information about our firm or the services we offer, please call us at 920-499-8833 or email us here.
Blog Posts & Podcasts
Going Paperless with eQuipt
Happy 2021! It has already been an interesting two weeks. I guess the excitement is not over yet. Something less exciting than the personal stories we usually cover is an important policy that Woodbu [...]
A Lot to Be Thankful For
Thanksgiving has always been my favorite holiday. I have always liked the slower pace. A time to gather with family and friends for a great meal, watch football and eat some pumpkin pie. Thanksgiving [...]
Protecting Your Loved Ones with Life Insurance Part 3
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re y [...]
Protecting Your Loved Ones with Life Insurance Part 2
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're y [...]
Coordinating Long-Term Care Insurance with Government Benefits Part 2
If you're a senior, the future may present more of a concern than it once did--you may wonder what you'll do if your health deteriorates. If you must enter a nursing home, for example, how will you pa [...]
Repayment Options for Student Loans
When you begin repaying your federal student loans, you will need to select a repayment option. In the past, the federal government offered only one option: a standard repayment plan where you paid a [...]
Protecting Your Loved Ones with Life Insurance
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you're y [...]
Wills: The Cornerstone of Your Estate Plan Part 2
If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a [...]