Resources for Individuals & Businesses


We're Here for You!

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business. We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have. We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (608) 291-2121 any time. We are always here for you.

For Individuals


On March 27, 2020, in response to the COVID-19 global pandemic, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act and it is now law. We want to make you aware of certain provisions designed to help you and have compiled the resources with more information below.

CARES Act - Key Components

CARES Act - Individual Impact FAQ

The content provided herein is based on our interpretation of the CARES Act and is not intended to be legal advice or provide a tax opinion. This document is a summary only and not meant to represent all provisions within the CARES Act.

Market Volatility

The outbreak of the COVID-19 virus has most certainly caused you to have significant worries about a number of things, including your investment account. To help alleviate concerns over your investments we have added a few resources as a reminder that sticking to sound, fundamental investing principles and staying the course will help them get through tough and turbulent times like we are facing now.

Surviving Market Volatility Flyer

4 Ways to Stay Calm When Markets Tumble


For Businesses

Paycheck Protection Program (PPP)

The Paycheck Protection Program prioritizes millions of Americans employed by small businesses by authorizing up to $349 billion toward job retention and certain other expenses. If you’re interested in applying for a loan through the Paycheck Protection Program, please check with your attorney or accountant and reach out to an SBA approved lender (usually a local bank or credit union) for more information.  

For a top-line overview of the program, CLICK HERE
If you’re a borrower, more information can be found HERE
For more information on other SBA lending programs, CLICK HERE
For The Coronavirus Emergency Loan - SBA Checklist, CLICK HERE​
The application for borrowers can be found HERE
To find a lender in your area CLICK HERE
For additional information, visit the U.S Treasury Website HERE


The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.