Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

Why Choose Our Company

 

We are ready to help you with ... 

Lifetime Income Planning, Retirement Plans, Insurance, Asset Protection, Investments, and Estate Planning

 

 

 

 

 

 

 

 

 

"Planning Your Future, Together" 

Planners Financial Group, LLC has a team of LPL financial planners that complement one another in experience to help you with all your financial planning and investment needs.  Whether you are planning for retirement or are already a retiree, we have the knowledge and experience that can help you address your financial objectives.

 

Our Process 

We take your entire situation into account as we help you establish financial goals.  We create a personalized plan allowing you to feel confident about your financial decisions. To Learn more please click on the blue our process tab above.

 

Technology

We utilize the most current technology so you can conveniently manage and monitor your finances.  Please click the blue technology tab above to learn more about why our technology is a advantage. 

 

Services and Products

We will not compromise on the quality of our services, and we will deliver more than you expect.  To learn more about the services and products that we offer please click the blue tab above. 

 

Our Team

Our team of experienced securities registered financial professionals provide excellent client service.  Managing partner, Nick Ignatowski and partner, Mike Taylor have extensive knowledge as CERTIFIED FINANCIAL PLANNER™ Professionals.  Also Cory Graves, our latest partner is currently working towards his CFP® designation.  Operations Manager, Jenna Buchholtz, provides administrative leadership and support.  Scott Albright is our marketing manager.  He handles marketing and communications and is currently working towards getting securities registered.  Samantha Minogue is our administrator and is also working towards getting securities registered.    

 

Why Choose a CERTIFIED FINANCIAL PLANNER™

If you are looking for a financial advisor who is held to a strict set of ethics and professionalism, CERTIFIED FINANCIAL PLANNER™ Professionals Nick Ignatowski and Mike Taylor are LPL financial advisors available to you.  To learn more about what a CFP can do for you please click the blue tab above titled; why choose a CERTIFIED FINANCIAL PLANNER

 

Managed Investments

Have Morningstar's certified financial analyists monitor your portfolio at all hours of the day.  Please click on the blue "managed investments" tab above to learn more.   

 

Contact US

Contact us for additional information and see how we can help you!  We would love to sit down with you for a complimentary financial consultation.