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    Strategies for Financial Confidence

    It is important to feel you have control over your future. At Financial Advisory Group, we offer our experience and knowledge to help you design your own strategy for financial confidence.

    Contact us today to schedule a no-obligation, introductory meeting! Call us at 920-733-1389 or connect with us online at Robert@FinancialAdvisoryGrp.com.


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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.


    Contact Us Today!

    Phone: 920-733-1389
    Fax: 920-574-3192

    Robert@FinancialAdvisoryGrp.com

    2800 E. Enterprise Ave.
    Appleton, WI 54913


    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
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    Investment Advisory Services offered through Brookstone Capital Management, LLC, (BCM), a Registered Investment Advisor. Financial Advisory Group and BCM are independent of each other.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

    Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

    Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Financial Advisory Group at 920-733-1389 or Robert@FinancialAdvisoryGrp.com.

    The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor