Financially Speaking, LLC is a trusted and bonded fee- based financial advisory firm, located at 106 Woodside Lane, Neenah,WI 54956. Our mission is to assist all clients from Seniors in High School to Senior Citizens with all stages of their financial lives. Our hours of operation are flexible to meet with clients when it is convenient for them. We welcome evening and Saturday appointments. Appointments set up in advance are preferred.
We specialize in the following areas:
Planning
- College Planning
- Retirement Planning
- Debt Management and Elimination
- Estate Planning
- Budget Analysis and Preparation
- Financial Records Organization
- New in 2012-Durable Power of Attorney Services
Elder/Adult In-Home Financial Services
* Durable Power of Attorney Services-New in 2012
- Budgeting for Seniors
- Bank Account Reconciliation
- Bill Payment Services
- Financial Organization and Legal Document Management
Other Financial Services
- Free document courier service for Appleton, Neenah, Menasha and Oshkosh
- Financial Education Classes and Seminars for Individuals
- Financial Seminars and Classes for Organizations and Businesses
Financially Speaking, LLC would be delighted to help you achieve your personal financial goals and help you manage your lifetime financial needs.
Please call or email us for a free, no-obligation financial consultation! Phone: 920-486-7026 Fax: 920-273-6048
Email: financiallysp@yahoo.com
DON'T FORGET TO CHECK OUT OUR SPECIAL PROMOTIONS PAGE!
