Site Navigation

Home
About
Services
Contact
News
Info

Family Financial Group Inc

"CLICK EMAIL AT THE TOP OF THE PAGE TO UPLOAD DOCUMENTS! We Make House Calls - You Don’t Come To Us, We Come To You"

About Us

We're Family Financial Group Inc, and we've been the premier financial planning service in Holmen, WI, since 2004. We offer a wide variety of financial planning and life insurance services. We are very passionate about finding the right product for your individual needs, we offer annuities, investments, wills, trusts, life insurance, and retirement planning and so much more. We're looking forward to partnering with the surrounding communities to continue to provide you with premier financial planning or life insurance experience. Please call for an appointment!

Areas Served

Our Professional Associations

Better Business Bureau (BBB)

Our Certifications

Dave Ramsey Affiliation

What We Offer

Our Specialties include:

Life Insurance Agency
Financial Planning
Multi State Service Available

Our Services include:

Annuities
Dave Ramsey Solutions
Financial Advisor
Investments Services
IRA
Life Insurance
Long-Term Care Insurance
Long-Term Disability Insurance
Mutual Funds
Retirement Planning
Securities
Tax Planning - Year Round
Wills and Trusts

Contact Us

Family Financial Group Inc
500 N Holmen Dr Suite 518 Holmen, WI 54636
Phone: (608) 399-1576
Email: ben.bosshart@familyfinanciallax.com

Located in Holmen Square

Where To Find Us

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 5:00 PM By Appointment Only
Tuesday: 9:00 AM - 5:00 PM By Appointment Only
Wednesday: 9:00 AM - 5:00 PM By Appointment Only
Thursday: 9:00 AM - 5:00 PM By Appointment Only
Friday: 9:00 AM - 5:00 PM By Appointment Only
Saturday: By Appointment Only

News

🍁 Fall is the perfect time to take a closer look at your finances.

As the seasons change, it’s a great opportunity to review your goals and make sure you’re on track for the future.
At Family Financial Group Inc., we help you create a clear, personalized financial plan—from retirement planning to investments and life insurance—so you can move forward with confidence.
📊 Let’s build a plan that works for YOU.

📞 Call today to schedule your appointment!

🍁 Fall is the perfect time to take a closer look at your finances.
As the seasons change, it’s a great opportunity to review your goals and make sure you’re on track for the future.
At Family Financial Group Inc., we help you create a clear, personalized financial plan—from retirement planning to investments and life insurance—so you can move forward with confidence.
📊 Let’s build a plan that works for YOU.
📞 Call today to schedule your appointment!
#FinancialPlanning #HolmenWI #RetirementPlanning #SmartMoney #FallCheckIn #FinancialSecurity

On 8/24/2026 this was posted:
We Value Your Feedback! ⭐

At Family Financial Group Inc., we are passionate about helping every client find the right financial products and solutions for their individual needs. Whether we've assisted you with planning for the future, protecting your family, or reaching your financial goals, we'd love to hear about your experience.

Your feedback is incredibly valuable to us. It helps us continue to improve our services, better serve our clients, and assist others who are looking for a trusted financial partner.

If we've had the opportunity to work with you, please consider sharing your thoughts.

⭐ Leave a review here:
https://familyfinancialgroupinc.com/reviews

Thank you for your trust, support, and the opportunity to be part of your financial journey. We truly appreciate every review and every client we serve!

#LeaveAReview #CustomerFeedback #FinancialPlanning #FamilyFinancialGroup #ThankYou
Expires 8/17/2027

On 7/17/2026 this was posted:
Invest with Confidence

Building wealth for the future starts with a plan. At Family Financial Group Inc., we believe investing doesn't have to be complicated. Understanding where your money is invested and how those investments work is an important step toward achieving your financial goals.

Whether you're just getting started or looking to strengthen your current portfolio, we can help you take a snapshot of your financial picture and develop an investment strategy based on your goals, risk tolerance, timeline, and vision for the future.

Our team is passionate about building long-term relationships and helping clients work toward financial independence through informed investment decisions and personalized guidance.

Let us help you create a plan that puts your money to work for you.

📞 608-399-1576
🌐 familyfinancialgroupinc.com

#InvestmentPlanning #FinancialFuture #WealthBuilding #FinancialGoals #FamilyFinancialGroup
Expires 7/16/2027

Build Your Future with Confidence 💼✨
Ready to take control of your financial future? We’re here to guide you every step of the way with personalized strategies designed around your goals. Whether you’re planning for retirement, growing your investments, or securing your family’s future, our expert team makes the process simple and stress-free. Let’s start building the life you’ve always dreamed of—because your future deserves a smart plan today.

Info

Info
Secure Document Upload