Who We Are

We are an independent financial services and insurance firm that focuses on working with you to create a flexible program that meets your needs. In an environment where personalized service and attention to detail have been replaced with faceless automation and preset programs, at Financial Solutions Central Wisconsin our goal is to educate our clients and create a plan or program together.

Servicing Wisconsin Rapids, Marshfield, Stevens Point, Plover, Wausau, Mosinee, Adams, Wautoma, Tomah, and the surrounding communities.

Investments

Our mission is to educate and assist you in choosing the right investments for your needs and goals. We work with individuals and small businesses on their retirement plans or personal financial goals.

How We Help

Life Insurance

Choosing the correct type of life insurance policy for your situation is never easy. As an independent firm we have access to a wide selection of products to help find the right policy for you.

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Health Insurance

Health insurance can be a very complicated and confusing product. Our health insurance specialist will help you pick the company and product that best meets your needs.

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News and Events

Thanksgiving Message

Dear Friends, Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your trusted...

Qualified Charitable Distributions

Qualified Charitable Distributions A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Steve E Holmes Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a...

End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2020. Provided by Steve E Holmes What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a...

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can. Provided by Steve E Holmes Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear...

Contact Us

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Financial Solutions Central Wisconsin, LLC

4011 8th Street South, Suite 1 | Wisconsin Rapids, Wisconsin 54494
P: 715-712-0530 | F: 715-712-0651 | E: steve@financialsolutionscw.com

CIR Form CRS | CIRA Form CRS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Financial Solutions Central Wisconsin, LLC and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of MN and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Financial Solutions Central Wisconsin makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge Investment Research, Inc. does not offer tax advice.

Cambridge’s Form CRS (Customer Relationship Summary)

Financial Solutions Central Wisconsin, LLC