Broker Check

6320 Monona Drive
Suite 406
Monona, WI 53716

You Financial Group, LLC.

608-345-5355

 
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to You Financial Group, LLC
You Financial Group believes that -- with a little help -- anyone can pursue financial independence for themselves and their families.  The world grows more complicated every year, which adds to the challenge, but it can be done!
Our goals are to understand you and your objectives, and to help you make informed decisions with your money.  We will take time to learn about your current circumstances and future dreams and strive to help you build wealth that will span your family’s future generations.  We rely on disciplined principles that have been honed to fit today’s world and your unique situation.
We work with people from all walks of life and income levels.  However, we have particular expertise with hard-working families with an agriculture/food production background who have unique experiences because of what they do.  We also help those who enjoy our wonderful sporting heritage and may want to purchase additional land to pursue their interests and the financial issues that entails.
Please explore our site and learn about the service we provide.  If you have questions or want additional information about our firm, please e-mail us at brian.koch@lpl.com, or call us at 608-345-5355.
We look forward to hearing from you!


 

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow