We're the Lotus Ladies - a team of advisors and assistants ready to support you and your financial goals.
Whether you're completely new to investing, looking to clairfy your financial picture with a personalized plan, or ready to begin retirement, we're here to help.
We are here for you during the good times...and the not-so-good times. We can help you decide how much it takes to feel financially independent, how much to put toward your goals, and how much you want to leave as a legacy.
Our referral-based practice is located in Portage, Wisconsin (just north of Madison). Many of our clients are from Portage, Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau and the Madison area.
When Markets React
Your retirement is our business.
Whatever your ideal retirement looks like, we can help you prepare.
The Cost of Procrastination
It May Be Time for a Financial Checkup