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Name: Family Financial Group Inc
Telephone: (608) 399-1576

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Family Financial Group Inc

"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!

Our Story

Family Financial Group Inc. has been a cornerstone of financial planning in Holmen, WI, since 2004. Founded by Ben and Ken, our firm embodies a commitment to personalized service and comprehensive financial solutions. The journey began when Ben engaged in a deep, enlightening conversation about life insurance, which sparked a profound interest in the intricacies of financial planning. This experience motivated him to obtain his insurance license, and he soon recognized the challenges clients faced when they had to navigate multiple providers for their financial needs. Determined to simplify the process, he pursued his securities license, transforming Family Financial Group into a one-stop shop for all financial services.

Ken joined the team, eager to contribute his expertise and stay active in a rewarding endeavor during his retirement years. Together, they have cultivated a practice that prioritizes client education and empowerment, ensuring that every individual feels confident in their financial decisions. Our dedication to finding the right products tailored to your unique circumstances sets us apart in the industry. At Family Financial Group, we offer a comprehensive suite of services designed to meet a wide range of financial needs. Whether you are looking for life insurance, retirement planning, or investment services, we are here to guide you every step of the way.

Our life insurance solutions provide peace of mind and financial security for your loved ones, while our retirement planning services help you strategize for a comfortable future aligned with your lifestyle goals. We offer investment services designed to grow your wealth over time, including guidance on annuities and mutual funds that suit your financial aspirations. Additionally, our estate planning services help you navigate the complexities of wills and trusts, ensuring your legacy is protected. We also provide long-term care and disability insurance options to safeguard your assets and health when you need it most, along with year-round tax planning services to maximize your efficiency and compliance.

At Family Financial Group, we are passionate about building long-lasting relationships with our clients. We take the time to understand your individual needs, concerns, and financial goals, enabling us to develop a personalized plan that fits your unique situation. Our approach is rooted in trust, transparency, and education, ensuring that you are fully informed and comfortable with every decision made. As we look to the future, we are excited to continue partnering with our surrounding communities to provide premier financial planning and life insurance experiences. We invite you to reach out and schedule an appointment with us. Let us help you navigate your financial journey with confidence and clarity. At Family Financial Group, your financial future is our family business.

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

Appointment-Only Service Outside Office Hours

At Family Financial Group Inc, we’re committed to serving you when it’s most convenient. Outside of our regular office hours (9 AM - 5 PM), we offer personalized service by appointment only.

Please contact us to schedule a time that works for you. We’re here to help with all your financial needs!

On 5/24/2024 this was posted:
🎯 Focus on what really matters while we handle your financial planning. 💼 At Family Financial Group Inc, we offer comprehensive services, including investments, life insurance, and estate planning, tailored to meet your individual needs. We prioritize your understanding of financial products. We empower you with knowledge to make the best choices for your money. Call us today for a personalized strategy. #PersonalizedFinancialServices #LifeGoals
Expires 12/23/2024

🍀 Get lucky this St. Patrick's season with Family Financial Group, Inc.! 🌈 Your trusted local financial planner in Holmen, Wisconsin, is here to guide you through all aspects of your personal finances. Whether you need help with investments, IRA, life insurance, long-term care insurance, retirement planning, and more, we've got you covered! Let us help you reach your financial goals and secure your future while teaching you all about it. Contact us today for expert advice and personalized financial solutions! 🌟

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Wills And Trusts Info