At Megna Financial, we are committed to treating clients like friends and family, providing you with the same kind of personalized financial advice that we give to our closest friends and relatives—the type of financial planning that we follow ourselves. Our own Midwestern values, client-first approach as well as the Certified Financial Planning® designation drive our firm’s approach and philosophy, and we wouldn’t have it any other way.
Katie Megna,
Certified Financial Planner®
Megna Financial
Getting You
To & Through Retirement
We work with people just starting out in their careers all the way to and through retirement. Whether you are a business owner or entrepreneur, a young professional trying to buy their first home, parents trying to plan for college costs, a couple getting close to retirement, currently living in retirement, or anywhere in between, we offer full-service financial planning to clients seeking to achieve their own personal life goals.
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About Megna Financial
Full-Service Planning as a CFP®
As a full-service, independent financial planner, we provide clients with planning as well as investment and insurance options. We have been in a strategic partnership with Wisconsin Financial Group since 2011, and often partner with CPAs and attorneys depending on client needs. With more than 60 colleagues in offices throughout Wisconsin, we offer the resources and expertise of a large firm and the convenience of a neighborhood location.
Strategies & Services
Scaled Up or Down Based on Your Plan
Focused on long-term relationships, Megna Financial can develop and execute a personal financial plan for you, inclusive of multiple life goals and milestones along the way, including your business if you are an entrepreneur. So, whether you are planning to purchase home, want to pay for your kids’ college, need an income plan for retirement, or need to set up or manage a group retirement for business, our strategies and services can be scaled up or down depending on your objectives.
For Individuals & Families
- Financial Planning
- Multigenerational Planning
- Wealth Management
- College Planning
- Insurance and Risk Management
- Estate Planning Strategies
- Retirement Distribution and Income Planning
For Businesses
- 401(k) Plans
- SIMPLE IRAs
- Group Retirement Plans
Our Process
It’s Easy to Get Started Towards Your Future!
1.
Introduction
We begin by discussing your situation. Where are you today? Where do you want to be in the future? Working with core financial principles, we will help you answer these questions, and there are no fees involved as we get to know each other.
2.
Analysis
We will provide a financial analysis and discuss several strategies that fit your situation, helping you integrate your investment, savings and insurance decisions into a comprehensive plan that feels right to you.
3.
Implementation
As your plan takes shape, we will help you implement the steps using high quality, nationally-recognized investment and insurance choices and then we will continue to manage your plan with you through the years.
Resource Library
Financial Information for You
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse through these educational resources to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help you develop and implement your own personalized financial and retirement plan. Please feel free to reach out if you have any questions, we would love to speak with you.
Contact Us!
If you want to plan thoughtfully for the future, we welcome the opportunity to work with you!
At Megna Financial, we take the time to listen, share ideas, and see if we’re a good fit to work closely together to design and implement a custom financial plan based on your personal life or business goals. Call us at (608) 203-8006, email us at contact@megnafinancial.com, or send us a message here.
