Broker Check

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.

Contact Us

Helpful Content

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

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn More
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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

Have a Question?

Thank you!
Oops!