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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.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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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