Katie Megna originally joined Megna Financial in 2010 and took the reins as firm owner after her mother, Sherri Megna, retired from the firm in 2020. Katie holds a Series 65 securities registration from FINRA, making her an Investment Advisor Representative (IAR), as well as her Series 63 and Series 6 securities registrations. When offering advisory services, IARs must always place their clients’ best interests before their own interests.
Fiduciary Strategies & Services
Scaled Up or Down Based on Your Plan
As a full-service, fiduciary 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. 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. Based on your custom plan, we scale services up or down.
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
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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.
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.
