Toniette Flint
Partnering with you to achieve financial clarity while protecting your goals.
State(s) Licensed: WI
116 S 3rd St.
Watertown, WI 53094
Partnering with you to achieve financial clarity while protecting your goals.
State(s) Licensed: WI
Meet your financial guide
Serving clients in the Watertown, Johnson Creek, and surrendering communities. I am passionate about helping people make informed decisions in their financial lives. Whether it's life insurance plans or retirement strategies, I love the conversations. I offer personal finance planning to people that have pieces of their puzzle in multiple spots. We work side by side to bring clarity and confidence for the future.
I specialize in helping people be more secure in areas of:
- Holistic financial planning
- Life and health benefit consulting
- Wealth accumulation and risk management strategies
- Tax strategies
- Retirement income planning
- Business protection and employee benefits
- Wealth and tax efficient estate transfer
- Advanced charitable and legacy strategies
Wherever you are in your financial journey, I can help! I look forward to learning about your goals and walking alongside you on your journey toward a secure financial future. Call the office to set up an appointment.
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Location
Watertown Office
- Phone:
- 920-261-3222
- Mobile:
- 920-315-8477
Hours
M – Th: 9 a.m. – 5 p.m.
F 9 a.m.- 3 p.m.