Jason Miloszewicz
FIC
Financial Guidance Focused on Your Goals and Values - I am passionate about educating people on strategies they can use to become and stay financially secure. My goal is to make sure my clients understand the “why” behind their financial decisions.
State(s) Licensed: AZ, IA, MN, SC, TX, WI
2902 S Wisconsin Ave
Rice Lake, WI 54868
Financial Guidance Focused on Your Goals and Values - I am passionate about educating people on strategies they can use to become and stay financially secure. My goal is to make sure my clients understand the “why” behind their financial decisions.
State(s) Licensed: AZ, IA, MN, SC, TX, WI
CUSTOMIZED FINANCIAL ADVICE IN NW WISCONSIN
It’s not easy to take that first step and begin a conversation about money. That’s why I take a different approach when working with my clients. It starts with a conversation about you, your life, and what matters most to you. We build a relationship based on open communication. Then, together we develop a financial plan that allows your money to work for you as you save for retirement and protect those you care most about. We'll create a plan that connects your finances with your values.
Book a complimentary meeting today by calling my office or by using one of the following reservation links:
Book a meeting with Jason Miloszewicz in Rice Lake
Book a meeting with Jason Miloszewicz in Eau Claire
Dedicated Planning Services
Our refined 5-step planning process can help bring clarity and comfort to your financial plan.
The Steps:
1. Organize
2. Visualize
3. Prioritize
4. Strategize
5. Optimize
Our Vision:
Having confidence in your financial goals is invaluable. What we've learned is that for every financial decision our clients make, there is a purpose behind it. Our vision will key in on your purpose.
When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS
Our Process:
While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-step planning process to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.
When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS
Our Process:
While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-Step planning process in order to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.
College Financial Aid Planning
Manage the stress of college selection, and work to make the right financial choice with 5 KEY STEPS:
- Understand how much colleges think you can afford.
- Know how much your family can afford.
- Find the schools that will give you the most money, regardless of your income.
- Understand your total out-of-pocket college costs.
- Strategize and learn how to cover the funding gaps.
Contact us today to learn more about our college financial aid planning services and to receive a FREE Savvy Parents’ Guide to Cutting College Costs. OR, book a complimentary meeting using one of the following links:
Book a meeting with Jason Miloszewicz in Rice Lake
Book a meeting with Jason Miloszewicz in Eau Claire
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Rice Lake Office
- Phone:
- 715-461-0540
Hours
M – F: 9 a.m. – 5 p.m.