Wealth Management

Consumer Services


Insurance products are one financial tool that you may want to consider using. Whether the goal is to protect your family in case of emergency, charitable giving, wealth accumulation, retirement planning or estate planning, insurance can help you protect that goal. Some of the questions our experienced financial advisors can help you answer are:

  • How much insurance do I need?
  • How much can I afford?
  • What's in an insurance contract?
  • What type of insurance do I need?

There can be a lot of questions relating to insurance, and our LPL Financial Advisors can help you answer them. They are more than willing to do a complimentary review of your insurance coverage, and recommend either keeping your current plan or moving to a more effective or less costly policy. Contact our Ixonia Wealth Management Team today so they can help guide you toward a financial plan that makes sense for you.

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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