Our approach involves helping our clients pursue their financial goals while enjoying life. All aspects of a client’s financial life are taken into account in developing a financial strategy.
Appropriate resources are selected through:
♦ Personalized financial strategies
♦ Your particular circumstances, which guide the way your money is managed. A portfolio is tailored based on your goals, income needs, tax situation, and risk tolerance.
♦ Access to virtually every Investment product without having to meet product quotas or having to recommend proprietary products
We are proud to serve a diverse client base with a wide variety of asset levels and needs. We will partner with you on managing your entire investment portfolio or on a single basis of investing - for example - in one mutual fund, stock, or insurance product.
For more information, Email Dan Murphy or call him locally at (262) 641-1322 or
Toll Free (888) 485-4400.
Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Great Midwest Bank and Great Midwest Financial Center are not a registered broker/dealer and are not affiliated with LPL Financial.
Not FDIC insured • No Bank Guarantee • May lose value •
Not a bank deposit • Not insured by any Federal Government Agency
The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, MN, NC, VA, and WI.