6200 Gisholt Rd. Suite 100 Monona, WI 53713
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6200 Gisholt Rd. Suite 100 Monona, WI 53713
When you retire the last thing you want to do is change your lifestyle. We work with clients to create a well diversified portfolio and take a step back to look at what your financial needs and objectives are to enable you to have the income needed to enjoy retirement.
There are countless options when it comes to taking your social security. If you feel overwhelmed by the massive amount of information pertaining to Social Security and figuring out when the best time to take yours is, you are not alone.
Our team is also licensed as insurance agents prepared to provide you with individual or Medicare insurance as needed. Ensuring you have proper healthcare coverage can play a significant part in your overall financial plan.
We dedicate time to learning about your financial goals and objectives.
We craft tailor-made financial plans to allow you to enter retirement worry-free.
We put our plan into action and closely monitor and adjust it as needed, giving you peace of mind.
Fallon Wealth Management is a full-service financial planning firm committed to helping people pursue their financial goals.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
