Jim Easton

Retirement Planning Solutions is an Independent Registered Investment Advisory Firm based in Middleton, WI, specializing in customized portfolio management for middle-income retirees, pre-retirees, and families. Committed to upholding the highest fiduciary standard, they prioritize personalized attention and aim to achieve clients' personal and financial goals through fee-only, commission-free investment strategies. The firm's philosophy revolves around treating every client's account as their own, focusing on maximizing returns while minimizing investment risk. With a dedication to simplifying finances and providing peace of mind through proper portfolio management, Retirement Planning Solutions strives to help clients develop clear goals and plans for financial success.Generated from the website

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Stifel, Nicolaus & Company, Incorporated in Rockford is a full-service brokerage and investment banking firm offering a range of financial services. Their expertise includes securities brokerage, investment banking, trading, investment advisory, and other related services. With a focus on serving individual investors, professional money managers, businesses, and municipalities, Stifel provides comprehensive financial solutions tailored to meet the diverse needs of their clients. Generated from their website's infomation