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Our Services

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, woffer 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.

We're Here For You!

Over the past 40+ years, we have helped individuals and families from coast to coast explore, strategize and pursue their goals.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Learn More
What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
Learn More
Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Jason Kramar

Financial Planner / Owner

jason@dockfs.com

Jeff Miller

Senior Benefits Specialist

John J. Johnson Sr.

Founding Principal

Kathy Kingsbury

Senior VP Administration

kathy@dockfs.com

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