About Us - We're Different
You might have noticed that our approach and our commitment to our clients is different than most financial advisors you've heard about or worked with. Our promise is to find the balance between
your life and your wealth, helping you to achieve Real Wealth® for you and your family. You might also want to know about several other important ways that help us serve you best:
Our
Commitment
Since 1985, we
have helped many clients through difficult times, and helped
secure their most valued assets. We strive to provide
a level of service unmatched by other professionals.
It is now, and always has been, our personal attention to
detail and firm commitment to excellence that sets us apart
from others.
Our Team Approach
We
work closely with other trusted professionals.
We can work with your current professionals or we can work
with our existing team of professionals. We not only talk
about working with these professionals, our business philosophy
is built on working with other trusted professionals as a
team for
you.
We have carefully
assembled an onsite team
of trusted professionals with
diverse and in-depth knowledge and experience in all areas
of insurance, legal matters, banking, accounting and real
estate. Locating attorneys, accountants and our financial
and insurance advisors in ONE office will
provide you with a team working and communicating
together to better serve your financial, retirement,
tax and estate planning needs.
This unique team
approach provides you with comprehensive planning strategies
that are often not accomplished by separate advisors. The
entire team has a genuine interest in finding the right solutions
for your family or your business by tending to your present
needs, while anticipating changes in the future.
How
We Serve You Best
As an independent
financial and insurance firm, we have access to several different
options from an array of companies. Our thorough understanding
of your insurance and financial needs, large or small, business
or personal, will help us develop the most meaningful and
effective plan.
Personal
Service
Our Real Wealth® Advisor Team will take the time to understand your individual
needs. We`ve achieved many goals over the years,
but satisfied clients are the accomplishments we cherish most.
Meet the Real
Wealth® Advisor Team
| James J. Silbernagel, CFP®, LUTCF, MDRT |
Anthony J. Jasen, MDRT |
| Donald B. Lindgren, MDRT |
Ronald H. Epping, MDRT |
| Victor J. Ketchpaw |
|
Client
Care Team
We provide our customers with the exceptional personal service they deserve. We're here to help, don't hesitate to contact any of our Client Care Team members
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Advisor,
114 Main Street, PO Box 427, Kewaskum, WI 53040, 800-568-0976.
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