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.

Spectrum Benefits LLC, a regional insurance broker with an office located in Medford, Wisconsin, is known for its expertise in serving clients across large, midsize, and small employers. Their office in Medford specifically showcases their successful collaboration with Forward Bank, a prominent employer in the depository credit intermediation industry, employing 110 individuals. Spectrum Benefits LLC worked closely with Forward Bank's HR and finance team to establish a tailored self-funding arrangement, HMO plan, PBM, and drug plan designed to address the unique needs of their members. With an impressive client roster including Wausau Tile Inc, AbbyBank, Engendren Corporation, and Forward Bank, this location of Spectrum Benefits LLC serves as a trusted insurance partner for businesses in Medford, Wisconsin. They rank among the top brokerages in the market, boasting extensive experience and expertise in catering to the insurance needs of local businesses. Spectrum Benefits LLC's knowledge extends across various industries, with strong expertise in depository credit intermediation and miscellaneous manufacturing sectors. Their wide range of experience and proficiency in working with self-funded employers, HMOs, and specific pharmacy providers enables them to deliver comprehensive insurance solutions that best meet the needs of their clients. With their dedication to client satisfaction and their exceptional M Score, Spectrum Benefits LLC has established a reputation for excellence. Employers in Medford, Wisconsin, can rely on their expertise, industry knowledge, and commitment to delivering tailored insurance solutions to protect their businesses and employees.

5G Benefits & Insurance is the premier insurance and benefits agency in Northeast Wisconsin. We continue to be unbelievably innovative and proactive, having friendly and experienced team members, and using teacher-like methods to educate our clients on how to save money, and protect and grow their business. We have all the value-adds of the large agencies, but with one-on-one local advising. 5G Benefits has highly experienced agents to help your business structure your entire benefits package to attract and retain employees. We coordinate every aspect of your benefits including health insurance, work comp, voluntary benefits, benefit administration, open enrollment, 401k plans, payroll & taxes, and wellness & safety programs. 5G Benefits focuses on creating efficiencies through technology that enhances our ability to provide amazing value adds to businesses and employees. 5G Benefits works with dozens of vendors, advisors, and carriers to put together a HR & benefits strategy that is cost effective and seamless. In 2015, 5G Benefits also launched "5Ghealth.com"​ which is our Online Quoting Portal that allows individuals to search, quote, and enroll in insurance plans. 5G Benefits has grown to having physical office locations in Fond du Lac, Oshkosh, and Green Bay with satellite offices in Milwaukee and Sheboygan. Contact us today!

Cyganiak Planning, Inc. is a leading provider of employee benefits, life insurance, and retirement planning services.

About Us: i PlanRx is based in Green Bay Wisconsin. We are a Midwestern based organization focused on solving a national problem. What makes i PlanRx unique is that we collaborate with our partners to create their roadmap for not only surviving but thriving in a marketplace increasingly influenced by individual selection and Private Health Exchanges. The collaborative approach that we take with our partners includes: current situation analysis, sales force consulting, Private Health Exchange technology, and providing a financial administrative solution that empowers individuals to select customized financial protection products. Our Mission: i PlanRx will empower individuals to make better purchasing decisions. We believe in providing individuals the Freedom to Choose. We will work together with our collaborative partners to redefine the marketplace and grow our mutual client base. We are committed to providing our partners the market leading: knowledge, technology, and products to efficiently and profitably meet their clients financial protection needs. i PlanRx will provide our partners a simple solution to a complicated problem.

Green Bay Insurance Center is a highly reputable insurance broker with an office located in Green Bay, Wisconsin. With their dedication to exceptional customer service and extensive expertise, they have earned high ratings from clients across Georgia. The office of Green Bay Insurance Center caters to a diverse range of clients, including large and midsize employers. One remarkable example of their success lies in their collaboration with Lamers Bus Lines – Green Bay, a prominent employer in the school and employee bus transportation industry. Green Bay Insurance Center worked closely with Lamers Bus Lines' HR and finance team to develop a comprehensive Preferred Provider Organization (PPO) plan that addressed the unique needs of their 1320 members. This demonstrates their ability to design tailored insurance solutions for specific industries and businesses. In addition to their work with Lamers Bus Lines, Green Bay Insurance Center serves other notable employer clients such as Carnivore Meat Company LLC. They possess deep expertise in the school and employee bus transportation sector, as well as the animal food manufacturing industry. With their local presence and commitment to delivering excellent service, Green Bay Insurance Center has established itself as a trusted partner for businesses seeking comprehensive insurance solutions. Their knowledgeable team understands the complexities of insurance and is dedicated to finding the best coverage options for their clients' needs. Whether working with large corporations or midsize companies, Green Bay Insurance Center consistently demonstrates their ability to provide valuable insurance services tailored to each client's specific requirements.

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.

Marsh McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh McLennan (MMC) banner. Although we are not integrating the businesses with Marsh, we are able to leverage the value of our respective capabilities and intellectual capital in those instances where there is a compelling case for collaboration between MMA and Marsh. Mid-size companies need a partner they can trust and that can provide additional tools for opportunity and growth. We strive every day to service those needs. We successfully bridge the gap between what the “big firms” offer and the advice, solutions, and programs that smaller businesses require.

Our Risk and Benefit Advisors will take the time to understand the needs of your family and/or your business and match the proper coverage to those needs. Part of understanding those needs is also recommending insurance coverage in areas you may not have identified as a potential risk. Once we understand your needs we will use every resource to secure the proper insurance coverage at the most competitive prices available. We only represent companies we feel offer top notch service and claims handling. Whether you need to make an insurance policy change, have a question about billing or need to report a claim our account representatives are the best in business and will handle your request professionally and quickly. Our website is also available 24/7 to accommodate your busy schedule. No matter what your insurance need or question we invite you to experience an exceptional level of customer service.

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.

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.