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
Retirement Planning: The Basics
You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you reti [...]
Women: Planning for the Financial Impact of Children Part 2
Children are a special blessing and their arrival brings boundless love and joy into our lives that you can't put a price on. But adding a child to the household impacts the family budget--and women e [...]
Planning a Family? Get to Know Your Health Insurance Policy Part 2
Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a [...]
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not for [...]
How Student Loans Impact Your Credit Part 2
If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a signi [...]
Long-Term Care Insurance: How Does It Work?
Whether you've had a long-term care insurance (LTCI) policy for years or you're thinking of buying one, it's critical to understand exactly what set of conditions will trigger coverage. This informati [...]
Women: Planning for the Financial Impact of Children
Children are a special blessing and their arrival brings boundless love and joy into our lives that you can't put a price on. But adding a child to the household impacts the family budget--and women e [...]
The Gift of Legacy
I just returned from a five-day sailing trip around Door County and part of the Big Bay de Noc area in the Upper Peninsula. My father Dan (the Skipper), his brother Mike and myself (the crew) set off [...]