Broker Check

Our Process

Our Mission Statement

Partners in Planning, LLC is a professional organization that partners with you and your other trusted professionals to help you meet your personal financial goals.

At Partners in Planning, LLC, in alliance with Equitable Advisors, we are committed to building long-term relationships with our clients and community, and providing fee-based financial planning and non-fee planning strategies that are designed to help you prepare for your future. Our financial professionals have the tools and knowledge needed to help you develop and implement a personalized financial strategy.

We explain complex issues in easy-to-understand language. Our job is to help you map out your goals and select the appropriate strategies for your objectives. Through Equitable Advisors and its affiliates, The Equitable Life Insurance Company (Equitable) and many other well-known, unaffiliated mutual fund, annuity and insurance companies, we can offer a broad range of financial solutions and services including:

  • Fee-Based Financial Planning1
  • Asset Management Accounts
  • Non-Fee Financial Needs Analysis
  • Mutual Funds
  • Retirement Planning
  • Estate Conservation Strategies
  • Variable Life Insurance
  • Business Planning
  • Deferred Compensation Programs
  • Fixed and Variable Annuities
  • Buy-Sell Plans
  • Life, Disability Income, Health and Other Insurance
  • Life Insurance on a Key Person
  • 403(b) Plans
  • Asset Allocation Strategies
  • 401(k) and other Company Sponsored Plans

To ensure that you are comfortable with your strategy, you'll work collaboratively with us through each step of the process. Your participation is vital to the creation, implementation and success of your financial strategy.

To discuss how we may help you address your financial goals, call us at 715-845-3196 or register for an obligation-free consultation here on our Web site.

Variable and traditional life insurance and annuity products are offered through an affiliate, Equitable Life Insurance Company (New York, N.Y.). Equitable Advisors and its affiliates do not provide tax or legal advice.
1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, a registered investment advisor.