NAVIGATING LIFE'S JOURNEY
DOCK Financial Solutions is an independent financial services practice headquartered in Wisconsin. We are able to act as your fiduciary and financial advisor by creating personalized wealth accumulation, protection, estate, distribution and retirement strategies for individuals, families, and small businesses.
Additionally, we offer tax preparation services as well as a full suite of healthcare solutions for self-employed individuals, small groups, and retirees. As an independent practice, we are not tied to proprietary products, nor are we limited in the services we offer. Instead, we offer the highest quality education on the choices available to you. We focus on building the right strategy based on your risk tolerance, time horizon, and goals.
Over the past 40+ years, we have helped individuals and families from coast to coast explore, strategize and pursue their goals.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Financial Planner / Owner
Senior Benefits Specialist
Senior VP Administration