Associated Financial Consultants & Investor Services is dedicated to the creation and conservation of lifetime assets. We provide financial solutions to complex situations and challenges that are easy to digest, understand, strategize from and most importantly execute, track and adapt to. Our clientele consists of a wide variety of individuals, who are both well-established or establishing themselves, and companies of all sizes, both local and national. We believe that every individual and company is unique – such as ourselves – with a wide array of goals and challenges throughout multiple stages, whether it’s finding success, during success or with continuing success. Therefore, every solution needs to be tailored and customized with a unique approach. Associated prides itself on being independent for over 40 years, and it’s our goal to continue helping others remain unique and independent for many generations to come. ### Please see my website for additional information and disclosures. Third party comments may not be representative of all customer experiences. Securities by licensed Individuals Offered Through Securities America, Inc. A Registered Broker/Dealer Member FINRA, SIPC The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Securities America, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

Located in Wausau, WI, the Hub International office stands as a seasoned insurance broker catering to the diverse needs of employers in the region. As part of a prominent national insurance brokerage firm, this office brings a wealth of expertise to the table, fostering solid partnerships with local and regional employers. With a focus on self-funded clients, their proficiency is evident in successful collaborations, including notable clients such as Mid-State Truck Service within the motor vehicle dealers industry. Impressively, they manage benefits for 80+ participants in this particular sector, showcasing their commitment to tailored solutions. Noteworthy is their extensive experience working with small employers, reflecting a nuanced understanding of the unique challenges faced by businesses of varying sizes. This nuanced approach positions them as a valuable resource for employers seeking comprehensive and personalized insurance solutions. The Hub International office in Wausau combines local insight with the backing of a national powerhouse, creating a synergy that benefits clients seeking reliable and tailored insurance services. Whether navigating the intricacies of self-funded plans or assisting small businesses, this office demonstrates a track record of proficiency and commitment to meeting the diverse needs of its clientele.

At Hausmann Group, we are dedicated to doing the right thing, and being the very best for our clients, employees, and community so they can reach their highest potential. We are a full-service independent insurance agency with offices located in Madison and Milwaukee, Wisconsin. From our neighbors in Wisconsin to large companies across the country, we offer wide-ranging insurance and business services to support our clients now and into the future. Our business units include: Property & Casualty Insurance, Employee Benefits Consulting, Data Analytics, Surety/Bonds, Claims Management, Health and Safety Consulting, Human Resources Consulting, Personal Insurance, Wealth Management and Retirement Planning. Hausmann Group is rooted in integrity, driven by excellence, and values being a part of our community. We bring these tenets of strength to life for both clients and employees through our core values.

Vizance is a privately-held company that provides risk management, business insurance, employee benefits, personal insurance and financial service solutions to companies, families and individuals throughout the Midwest. Vizance has locations in Appleton, Green Bay, Hartland (Headquarters), Kenosha, Milwaukee, Oshkosh, Racine, Ripon, and Sister Bay. The agency has been the recipient of a number of awards, including Top Workplaces (1st Place), Best Places to Work (1st Place), Future 50, and Fastest Growing Firms.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

Acrisure is a Fintech leader that operates the world’s fastest-growing, top-10 insurance brokerage. The Company is headquartered in Grand Rapids, Michigan, and employs over 14,000 entrepreneurial colleagues driving innovation across financial services. Under the leadership of co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to $4 billion in revenue in just over nine years. Acrisure is powered by the best of human and high-tech and offers insurance, reinsurance, real estate, cyber and more solutions to millions of clients around the world. Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure is a co-founder of Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Other co-founders include nine-time NBA All-Star Russell Westbrook, Super Bowl champion quarterback Russell Wilson; and Grammy Award-winning singer/songwriter, Ciara. In our home of Grand Rapids, Michigan, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital. Discover more at www.Acrisure.com.

Schwarz Insurance was founded in 1923, now in its third generation of family ownership. Schwarz Insurance has grown to be known as one of Wisconsin's leading independent insurance agencies. Schwarz Insurance can service all of your business or individual insurance needs. We have over 70 employee's with extensive knowledge of the insurance industry who can customize a policy to your specific needs. We also have an on staff bond insurance department, a dedicated claims specialist as well as a dedicated risk management team. You can find us in eight locations across southern Wisconsin including: Prairie du Sac (corporate location), Middleton, Baraboo, Richland Center, Lodi, Spring Green, and Marshfield.

Founded in 1892, The Wisconsin Bankers Association is the state's largest financial industry trade association, representing nearly 235 commercial banks and savings institutions, their nearly 2,300 branch offices and 23,000 employees. Of the nearly 270 Wisconsin banks, 97 percent are members of the Wisconsin Bankers Association. The Association represents banks of all sizes from banks in rural Wisconsin to the state's largest financial institution in Green Bay.

Robertson Ryan & Associates offers medical insurance, voluntary benefits and other services for all sizes of employers in the Milwaukee-Waukesha-West Allis, WI Metro Area. In this region of Wisconsin, health insurance is a very important part of the employer's offer to employees as it is an incentive to those who would otherwise not be able to find employment. A comprehensive employee benefits plan that includes various types of health coverage is a key component. Through a regional partnership with a brokerage firm that has offices throughout the area, Robertson Ryan & Associates provides these key resources to employers throughout Milwaukee region. Robertson Ryan & Associates Milwaukee office has an M Score of 4 out of 5, representing a wide range of experiences. Your employee benefits consultant should provide benchmarking data for your company's workforce. They are highly rated by customers based on their employer reviews. Many customers have left reviews on the quality and service that Robertson Ryan & Associates provides.

HUB International, a leading national insurance consultant, operates an office in Waukesha, Wisconsin, catering to a diverse range of clients. With extensive experience in the insurance industry, they specialize in serving self-funded clients, offering tailored solutions to meet their unique needs. Notably, HUB International's Waukesha office has successfully collaborated with Allevity Hr & Payroll, an esteemed employer in the professional, scientific, and technical services sector. Together, they designed a comprehensive self-funding arrangement, including a customized HMO plan and PPO plan, perfectly aligned with the requirements of Allevity's 30-member workforce. HUB International excels in working closely with clients to ensure their satisfaction. They have demonstrated proficiency in managing HMOs and crafting solutions that best suit clients' needs. Additionally, their expertise extends to collaborating with clients and PPOs to create optimal plans for members. HUB International also boasts considerable knowledge in working with pharmacy benefit managers (PBMs) and other specific pharmacy providers. The Waukesha office of HUB International serves a broad spectrum of employers, ranging from large corporations to midsize and small businesses. Noteworthy clients include Alta Resources, Benevolent Corporation Cedar Community, Butler America Aerospace LLC, and Foot and Ankle Specialists of The Mid-Atlantic LLC. Their services extend beyond Wisconsin to encompass California, Ohio, Georgia, Indiana, Florida, Texas, Connecticut, Maryland, Illinois, Missouri, and New York. With an outstanding M Score, HUB International's Waukesha office showcases a wealth of expertise and experience, catering to various client sizes, industries, and insurance products. While they are recognized as one of the top brokerages in the Milwaukee, WI market, it is worth noting that some customers have expressed concerns through lower reviews, suggesting a potential area of improvement that you may want to consider while evaluating potential partners.

The BenefitWorks is a trusted local insurance broker with a presence in Madison, Wisconsin. With a focus on serving clients of large and midsize employers, they have established themselves as experts in a variety of industries. One of their notable clients is RenewAire LLC, a prominent employer in the ventilation, heating, air-conditioning, and commercial refrigeration equipment manufacturing industry. Collaborating closely with RenewAire LLC's HR and finance team, The BenefitWorks successfully designed and implemented a comprehensive range of healthcare plans, including HMO, PPO, PBM, and drug plans. These plans were tailored to address the unique needs of RenewAire LLC's 130 employees. The BenefitWorks' experience and expertise across a diverse range of client sizes and industries have earned them a strong reputation in the industry. They have consistently delivered high-quality services, resulting in a good M Score that reflects their outstanding performance. The BenefitWorks' Madison office serves as a central hub for their operations, enabling them to efficiently serve clients throughout Florida. Their local presence allows them to understand the specific insurance requirements of businesses in the region and offer personalized solutions. In addition to their work with RenewAire LLC, The BenefitWorks has established relationships with other esteemed employers such as Strand Associates, Inc., Electric Coalition of Wisconsin, and Switchgear Power Systems LLC. Their expertise extends beyond the ventilation and electrical equipment manufacturing industries to encompass architectural, engineering, and related services. For businesses in Florida seeking comprehensive insurance solutions tailored to their needs, The BenefitWorks is a reliable partner. Their commitment to expertise, personalized plans, and exceptional service positions them as a go-to insurance broker in the region.