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Portfolio Reviews

If you have employees taking advantage of an employer-sponsored retirement plan, they should be having a financial portfolio review at least annually. Markets go up and down, tax rules change and the financial needs and goals of your employees can shift as a result.

Working with retirement plans, the LPL Financial Advisors at Ixonia Wealth Management can meet with your employees to give them an objective, professional analysis. Each meeting we will evaluate:

  • Allocation & Rebalancing
  • Diversification
  • Risk Tolerance
  • Progress toward their future goal

Help your employees establish a strong foundation towards their retirement and contact us today.

Are you currently working with a retirement plan advisor? Call or email the Ixonia Wealth Management Team, and we can provide complimentary, no-obligation second opinion on your existing employee retirement plan.

Existing Clients

We thank you for putting your trust in us. As we continue to further develop our relationships with you, we promise to provide information and updates to you based on your personal preferences. LPL Financial is continually providing us with new tools and resources, and as we meet with you on a regular basis, we will continue to evaluate your goals and plan to fit your needs.

Investment Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Ixonia Wealth Management and Ixonia Bank: Not registered broker/dealers; Not affiliated with LPL Financial.

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

The LPL Financial Representatives associated with this website are Registered Investment Advisor Representatives (IAR) in WI, and may discuss and/or transact securities business only with residents of the following states:
Jeff Taylor – WI, IL, NM | Jan Grimm – WI, MI, FL, AL

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