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.

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.

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.

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.

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.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

M3 is a top insurance broker and risk management firm in America. We’re leaders in the products we represent and the industries we serve. M3’s people are an extension of your team, providing world-class resources to help you manage risk, purchase insurance, and provide employee benefits. And our focus on community builds better places to live and work. For more information on M3, visit m3ins.com.

We do more than check boxes. We think outside of them. Forsite Benefits & Wellness is disrupting the employee benefits space in Wisconsin by challenging what business owners should expect from their benefits broker. Our mission is simple; make health care more affordable for business and their employees, and improve the overall employee experience through healthcare education, engagement, and empowerment. Our team has guided over 300 clients in driving down future claims to ultimately build a sustainable budget. Get the most out of your employee benefits with Forsite; a team of innovators and powerful technology that develop healthier, better-informed healthcare consumers. We go above and beyond a vendor relationship to become an extension of your company. Learn who we are at www.forsitebenefits.com