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Woodmen Financial Resources

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.

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What We Do

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 thru:

Portfolio Analysis
Reviewing investment choices
Asset Allocation Design
Selecting the investments that meet your goals and risk tolerance
Investment Management
Period reviews of investment performance
Insurance Planning

Deciding on types of insurance needed: Life, Long Term Care
Estate Planning
Planning for wealth transfer among generations
College Funding Strategies
Investment options for future college expenses
Comprehensive 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.

Who We Serve

Helping investors from every background

Retirement

Get a plan, and stick to it!

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Families

Understanding your unique needs

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As Simple As 1, 2, 3

STEP

1

Let’s get to know each other

The more we know about you, your finances, and your goals, the better we can help.

STEP

2

Let’s make a plan

We’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Let’s stick to the plan

Life is always changing, and so are you. We’ll be by your side through every twist and turn.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

We’d love to learn more about you and your financial goals. Our form is the best way to schedule a complimentary introductory call.

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