Protect your family.
Ease your mind.

When you’re confident that your family will be OK without you, you’re free to enjoy the life you’re building with them now.

Get Answers Today

The most important service I provide is helping people like you get answers about their finances and prepare for their future.

Call me now or schedule an appointment below:

608-630-3144

HOW WE SERVE FAMILIES

We help families remove financial threats that could disrupt their happiness, hope, and healing.

HOW WE EMPOWER PROFESSIONALS

Our team is a fit for agents who are interested in growing a business by serving others first.

Are you financially ready?

Many Americans are not prepared for financial curveballs that can strike without warning. Our services help position your family to tackle life’s little surprises so you don’t become a statistic.

Living Benefits

Shield yourself from the financial burden that a critical illness can bring.

Mortgage Protection

Ensure that your family always has a roof over their heads.

Final Expense

Reduce or remove the financial stress from the loss of a loved one.

College Funding

A little saved now could help provide the big education your child needs.

Retirement Planning

The smartest strategy to create the retirement you want is to start now.

Debt Elimination

Eliminate your debt to provide peace, freedom, and opportunity.

41%

of Americans surveyed have no form of life insurance, though 84% of them say that most people need it.

80%

of working Americans have less than one year's income saved for retirement, according to a recent report.

Isn't it time you reviewed your financial picture?

Has it been a while since you revisited your family’s needs for life insurance and plans for retirement? As your responsibilities for today and your expectations for tomorrow shift, the money decisions you make and the financial vehicles you count on should keep up with the flow of your life.

Call me or schedule an appointment below:

608-630-3144

Our services are powered by some of the most well-known and most trusted companies in the industry.

Margaret Helin

Sales Manager

608-630-3144

Margaret@MandKFinancial.com

Meet Margaret

I have worked in the financial industry for 6 years.  Prior to that I was a Pediatric Nurse Practitioner.  Use this area to introduce yourself...

Let's talk!

Use this area to link your contact form.