Freitag Financial Services

Freitag Financial Services At Freitag Financial Services, we pride ourselves on the quality of relationships that we build with

01/24/2023
Self-employed? Learn more about your retirement plan options.
12/15/2021

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Consider a bucket plan to go with your bucket list.
12/13/2021

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

Thinking about a prepaid debit card? Consider the pros and cons.
12/10/2021

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

You’ll need to weigh several factors before retiring abroad.
12/08/2021

You’ll need to weigh several factors before retiring abroad.

However exciting retiring abroad may sound, it deserves considerable planning.

November started off on a strong note, helped by positive corporate earnings surprises, but reports of a new COVID-19 va...
12/08/2021

November started off on a strong note, helped by positive corporate earnings surprises, but reports of a new COVID-19 variant caused turbulence in the markets.

Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains.

D&O   can be a risk management tool for small businesses, non-profits and educational institutions.
12/06/2021

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
12/03/2021

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
12/01/2021

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Are you worried about outliving your retirement savings? You are not alone.
11/29/2021

Are you worried about outliving your retirement savings? You are not alone.

Estimate how long your retirement savings may last using various monthly cash flow rates.

The truth is a little more complicated with these personal finance idioms.
11/26/2021

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Considering alternative investments? It’s critical to sort through the complexity.
11/24/2021

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Address

208 N Main Street
Monticello, WI
53570

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16089381133

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