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We offer a wide array of financial services to meet your needs: 
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Investment and Wealth Management

  • IRAs and Roth IRAs

  • 401(k) and IRA Rollovers

  • Estate, Trust, and Retirement Planning

  • Education Funding and 529 Plans

  • Fixed and Variable Annuities

  • Full Brokerage Services

  • Separately Managed Accounts

 

Income Tax

  • Individual Tax Return Preparation

  • Partnership, S Corp, and C Corp Preparation

  • Estate, Trust, and Gift Tax Returns

  • Resolution of Tax Notifications

  • Long-Term Tax Planning

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Accounting and Small Business Services

  • Full Service Payroll

  • Bank and Credit Card Reconciliations

  • Financial Statement Preparation

  • Bookkeeping and Year-End Closing

  • QuickBooks® Set Up and Training

  • W-2 and 1099 Preparation and Filing

  • Sales and Property Tax Returns

  • Section 105 and 125 Cafeteria Plans

  • Employer/Employee Retirement Savings Plans, including 401(k), 403(b), SIMPLE and SEP Plans

 
Insurance

  • Term, Whole, and Universal Life Insurance

  • Variable Universal Life Insurance

  • Funeral Trust Policies

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Hours              February 15 - April 15*     April 16 - February 14

Mon - Thur          8:00 AM - 5:30 PM          8:00 AM - 5:00 PM

Friday                8:00 AM - 5:00 PM          8:00 AM - 3:00 PM

Saturday           9:00 AM - 12:00 PM                   Closed

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 *Only the Fond du Lac office observes the February 15 - April 15 hours

Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  Osaic Wealth does not provide legal or tax advice.  This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO,  FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH OK, SC, TN, TX, UT, VA, WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced. 

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FEUCHT FINANCIAL GROUP, L.L.C. is in the business of providing financial and investment services beyond tax return preparation, tax representation, and accounting; tax information if supplied could be used by Feucht Financial Group Representatives to make recommendations, including the following: Financial Planning, General Investment Advice, Advice, Planning and Sales related to Tax-Advantaged Investment Vehicles, Advice, Planning and Sales related to Tax-Advantaged Retirement Plans, Sales of Securities, including Mutual Funds, Stocks, Bonds, Annuities & Life Insurance. These services are an integral part of the total services for FEUCHT FINANCIAL GROUP, L.L.C. Clients are under no obligation whatsoever to follow any recommendations made or to purchase any products offered by or through FEUCHT FINANCIAL GROUP, L.L.C. Beyond the specific purpose of providing other financial advice or proposing other services, no tax return information, if furnished, will be disclosed to any person or for any purpose not specifically allowed by law or by subsequent written approval. FEUCHT FINANCIAL GROUP, L.L.C. does not disclose any nonpublic personal information about current customers or former customers to anyone, except as permitted by law.  *This Employee is not Registered with Osaic Wealth to offer Securities and advisory services.

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CFP® and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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