WealthPlan Group · Onalaska, Wisconsin A WealthPlan Group office
WealthPlan
Onalaska
Independent advisors serving families, retirees and business owners across the Coulee Region, from our office on 2nd Avenue South. Local advisors, backed by a national WealthPlan Group.
Formerly Klauke Investments and Insurance Services
Rooted in Onalaska,
part of something larger
For more than 35 years, this Onalaska practice has helped families, retirees and business owners across the Coulee Region make sense of their finances. The approach has always been the same: act as your financial coach, teach the concepts in plain language, and build a gameplan around your goals.
As an independent office, the team never reached for a cookie-cutter portfolio. Every plan is built for the person in front of them, from the first conversation through execution and regular reviews. That local, hands-on relationship is exactly what carries forward.
Joining WealthPlan Group adds depth, specialists in investments, tax, estate and retirement planning behind your advisor, so a local relationship carries the weight of a national firm.
How we help
The WealthPlan Onalaska team
Comprehensive Planning, Delivered Locally
Your Onalaska team draws on the full depth of WealthPlan Group, wealth, investment, tax, estate, and retirement planning, coordinated under one strategy. Explore each capability below.
Wealth Management
Coordinated oversight of the whole financial picture.
Learn moreFinancial Planning
A plan built around the way your life actually unfolds.
Learn moreInvestment Management
Disciplined, objective portfolio management.
Learn moreTax Planning
Forward-looking strategies to keep more of what you earn.
Learn moreEstate Planning
Structuring what you leave and how you leave it.
Learn moreRetirement Plan Solutions
Confidence about the years that matter most.
Learn moreWho We Help
No two financial lives look the same. These are the moments when a conversation tends to matter most, though the right plan is worth starting well before any of them.
First 401(k) or Employer Plan
Employer plans can be confusing, with no one to ask. We help you enroll, understand the options and choose an allocation that fits your goals.
New Parents
Children bring new priorities: protecting your family with the right life insurance, and starting college or other savings early.
Switching Careers
A new job means new benefits and old accounts to sort out. We review your options and help you decide what to do with each retirement plan.
Retirement Distribution
Turning savings into income is where planning matters most. Done poorly it can cost thousands in taxes, so we build a distribution plan around your retirement.
A Coaching Approach to Your Financial Life
For more than 35 years, this team has coached rather than sold, offering patient, plain-spoken guidance through every season of your financial life. Here is how that plays out.
You are the player
The plan is built around your life, not a cookie-cutter portfolio.
We are your coaches
More than 35 years guiding families through every call.
An independent field
Independent, so the full range of options stays open to you.
Access your accounts
Secure sign-in to the portals the Onalaska office uses.
Begin a conversation with the Onalaska team
No pressure, no obligation. Tell us what you are working toward and we will take it from there.