Rebecca Howard
I educate and empower, helping identify your values and goals and developing a financial strategy that aligns, so you can be more confident in your future, with the sense of calm and clarity you deserve.
State(s) Licensed: AZ, CA Insurance Lic. #4320640, IL, MI, NY, OH, PA, WI
Languages Spoken: English, Spanish
189 East Chestnut Street
Burlington, WI 53105
I educate and empower, helping identify your values and goals and developing a financial strategy that aligns, so you can be more confident in your future, with the sense of calm and clarity you deserve.
State(s) Licensed: AZ, CA Insurance Lic. #4320640, IL, MI, NY, OH, PA, WI
Languages Spoken: English, Spanish
Looking for Financial Guidance?
It’s not easy when you have goals and dreams, but you aren’t sure how you will reach them. Working with a financial advisor, you can learn how to prioritize and bring clarity to your plan. It’s all about asking the right questions and preparing your next steps with confidence. I would be honored to be your guide on this journey.
I help individuals, families, business-owners, and faith-community leaders throughout Dane County and nationally to develop a financial strategy that aligns with goals, so you can achieve the financial clarity you deserve. I love the conversations and relationships where we work side by side making informed decisions and planning for your financial future.
Together we can:
- Strengthen your financial position
- Prepare for unexpected illness, injury or loss
- Invest with purpose and manage your assets before and after retirement
- Explore tax-efficient ways to manage your money
- Create a multigenerational wealth plan
Reach Out Today!
Wherever you are on your financial journey, I would be honored to meet you! I have in-person appointments available at both of my Madison offices and virtual appointments for clients outside the area. Spanish speaking clients can book both office and virtual appointments. Click on my appointment link or call today to connect!
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