Burlington, WI

Legacy Planning

Create a legacy then pass it on.

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Personalized Advice

A solid foundation to support your financial goals

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Ideal Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Chart a course toward your personalized financial destination.

Asset Management

We seek to create a diverse portfolio with low investment costs and a high level of personalized service and focused attention.

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Financial Planning

Your custom financial plan serves as a map toward your personal financial destination.

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Charitable Giving

Many of our clients wish to give back to communities in which they live.

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Insurance Solutions

Insurance is a vital, yet often overlooked, component of any comprehensive financial plan...

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A Guiding Light Towards Your Financial Destination

“Northern Lakes Financial Group are a team of investment advisors with deep experience who will work to understand your life goals and put an investment plan into action to assist in achieving those goals.”

- Steve Korwin

^{This statement is a testimonial by a client of the financial professional as of 05/24/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Bob and Liz have provided timely information, solid advice, have had our best interest as their first consideration, and very importantly, have been excellent listeners

- Randall Rahe

^{This statement is a testimonial by a client of the financial professional as of 06/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

They understand my financial goals and needs, and work to help me achieve my goals. They do this by truly listening to me as a client

– Nancy Toberman

^{This statement is a testimonial by a client of the financial professional as of 06/21/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.}

Who We Are

We are a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. We believe everyone should have access to personalized advice based on your individual goals, regardless of their current assets, and we provide all clients with the same level of custom, valued service.

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Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
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Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years' collective experience, we'll help secure your legacy for future generations.
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Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.
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Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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