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
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. [...]
Tax-Deferred Annuities: Are They Right for You?
Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone. Five questions to consider Think about each of the following questio [...]
If Long-Term Care Insurance Isn’t for You: Other Options
Long-term care insurance (LTCI) isn't for everyone. Not only is it expensive and sometimes hard to qualify for, but there's no guarantee you'll ever use the benefits. But if you decide not to buy LTCI [...]
The Roth 401(k) Part 3
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer who offers this option, Roth contributions could play an [...]
Tax-Advantaged Ways to Save for College Part 2
In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are importa [...]
Choosing a Nursing Home Part 2
A nursing home is a state-licensed facility that may provide skilled nursing care, intermediate care, and/or custodial care. You may need to enter a nursing home on a short-term basis (for example, af [...]
Leaving a Legacy: Wills
You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your f [...]
Coordinating Long-Term Care Insurance with Government Benefits
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 [...]