Welcome to Wendt Financial Group
Comprehensive Wealth Management for Johnson Creek
Financial, Tax, and Insurance Planning
When life gets busy, navigating the complexities of your finances shouldn’t add to your stress. At Wendt Financial Group, we’ve reimagined financial management to offer you a seamless experience. By bringing financial planning, tax advisory, and insurance planning together under one roof, we provide a cohesive and efficient approach tailored to the unique needs of our Johnson Creek community. Our goal is simple: to empower you with clarity and confidence that helps ease your mind and free up your time – so you can focus on everything else.
About Us
A Neighbor You Can Count On
We pride ourselves on being a part of the Johnson Creek community. When you work with us, you’re not just hiring a financial advisor; you’re building a trusted partnership.
Here’s what sets us apart:
All-in-One Solutions
Resources for financial planning, tax advisory, and insurance planning all in one place.
Community Focused
We understand the unique needs of our Johnson Creek neighbors.
Personalized Attention
You’ll work directly with Mike, who takes the time to know you and your goals.
Honest Advice
No confusing jargon or cookie-cutter solutions—just clear, practical guidance.
Why Choose Wendt Financial?
Unparallelled Credentials
Our team includes a financial advisor, a CPA, and a licensed insurance professional, giving you complete comprehensive financial care.
Fiduciary Commitment
As fiduciaries, we always put your interests first, providing objective advice tailored to your unique needs.
Our Team
Meet Our Team of Professionals
Our team and partners bring together a wealth of knowledge and experience across financial planning, tax strategy, and insurance solutions. Each member is committed to your financial success.
Check the background of investment professionals on FINRA’s BrokerCheck.
Our Services
Financial Planning
Wendt Financial Group is proud to serve as the wealth management partner for Badger Bank, providing investment guidance and financial strategies to help clients build, preserve, and manage their wealth. Whether you’re planning for retirement, growing your investments, or working to secure your financial future, our experienced advisors are here to help.
Why Choose Wendt Financial Group for Financial Planning?
Personalized Approach
Your financial plan is as unique as you are.
Expertise
Our team of certified professionals brings years of experience to the table.
Ongoing Support
We’re here to guide you through life’s financial milestones and challenges.
Comprehensive Financial Planning
At Wendt Financial, we serve as your gateway to a full suite of financial services, connecting you with the resources and strategies needed to build and protect your wealth. Whether you’re looking for tax-efficient investment strategies, Social Security planning, retirement income distribution, or legacy planning, we provide the access and expertise to guide you every step of the way.
Goal Setting
We help you define clear, achievable financial objectives.
Budgeting & Cash Flow Management
Optimize your income and expenses for maximum efficiency.
Investment Strategy
Develop a personalized investment plan aligned with your goals and risk tolerance.
Retirement Planning
Ensure you’re on track for the retirement lifestyle you envision.
Education Funding
Plan for your children’s educational future.
Estate Planning
Protect your assets and legacy for future generations.
Our Services
Tax Planning
We believe in providing our clients with a comprehensive financial experience—one that goes beyond investment management to address every aspect of their financial well-being. That’s why we’ve partnered with Sam Otto, CPA, of Uncle Sam’s Accounting, to offer expert tax planning, preparation, and business financial services alongside our wealth management strategies.
Why Partner with a CPA?
Taxes touch nearly every aspect of your financial life, and having an integrated approach ensures your tax strategy works seamlessly with your overall financial plan. Through our partnership with Sam Otto, you gain access to:
Tax Planning & Preparation
Proactive strategies to minimize tax liabilities and keep more of your wealth working for you.
Business Payroll & Bookkeeping
Essential services for business owners to streamline financial operations and ensure compliance.
Tax-Efficient Investment Strategies
Coordinating tax planning with investment management to help you grow and preserve wealth.
We are committed to offering a holistic approach to financial success. By working alongside a trusted CPA, we ensure that your investments, tax strategy, and financial goals are all aligned, giving you confidence in your financial future.
Our Services
Insurance Planning
Insurance is a crucial component of a comprehensive financial strategy, providing protection against life’s uncertainties. Wendt Financial offers personalized insurance solutions to help safeguard your health, income, and financial future.
Why Insurance Planning Matters
Insurance isn’t just about preparing for the unexpected—it’s about protecting what matters most. The right strategy can:
- RSafeguard your family's financial stability
- RProtect your income and assets
- RProvide confidence in uncertain times
- RComplement your overall financial plan
Our Approach to Insurance Planning
Comprehensive Needs Analysis
Assessing your current situation and future goals to identify potential risks.
Policy Review & Optimization
Evaluating existing policies to ensure they align with your needs and provide the best value.
Strategic Recommendations
Offering clear, objective advice on the most suitable insurance products for your situation.
Expert Guidance for Medicare & Health Insurance
Navigating Medicare and health insurance options can be overwhelming. Sally Wendt, an independent insurance agent who joined Wendt Financial Group in 2016, specializes in helping clients find the right coverage. With access to multiple providers, she can compare plans and quotes to ensure you receive the best value and coverage for your needs.
Insurance Solutions We Offer
Medicare Supplement Insurance & Advantage Plans
Part D Prescription Drug Plans
Dental, Hearing & Vision Insurance
Individual Health, Accident & Cancer Insurance
Life Insurance
Disability Income Insurance
Long-Term Care Insurance
Annuities
Our Partners
Uncle Sam’s Accounting
Sam Otto, CPA
Tax Planning Specialist, Uncle Sam’s Accounting
Sam Otto, Certified Public Accountant, grew up in Jefferson County and has been doing accounting since he was only fourteen when he first began work as a bookkeeper. As a natural progression, he pursued a degree in accounting and then obtained his CPA designation. Sam has worked in various accounting fields, including audit and tax, before starting Uncle Sam’s Accounting where he currently serves clients in the areas of taxes and accounting. Outside of work, Sam is involved with his church, enjoys biking and reading, and loves history and traveling abroad.
Key Expertise:
- Tax Planning & Preparation
- Business Payroll & Bookkeeping
Our Partners
Cambridge Investment Research, Inc.
We’ve chosen to affiliate with Cambridge Investment Research, an independent broker-dealer and registered investment advisor (RIA) that aligns with our commitment to integrity, transparency, and client-first service.
Why Cambridge?
By partnering with Cambridge, we have the flexibility to serve clients in the way that best suits their needs—whether through:
- A commission-based relationship, where compensation is earned on individual transactions.
- A fee-based relationship, where clients pay a flat financial planning fee, or an asset management fee based on the total assets managed.
Because fees in a fee-based relationship are not tied to specific products, this structure often fosters a higher level of trust and transparency between clients and advisors.
A Shared Commitment to Excellence
As an independent firm, Cambridge upholds values that mirror our own—prioritizing client interests over corporate agendas and offering a broad range of investment solutions without bias. Their core values drive a culture of service excellence:
Integrity
A foundation of honesty, fairness, and ethics.
Flexibility
A client-first approach rooted in open-minded, resourceful solutions.
Commitment
A dedication to quality, service, and making a difference.
Kindness
Compassion and a human touch in every interaction.
Contact Us
Reach Out Today!
Financial success isn’t just for the ultra-wealthy—it’s for anyone who wants to feel confident and in control of their future. At Wendt Financial Group, we make it simple by bringing tax planning, financial planning, and insurance solutions together under one roof. No more juggling multiple professionals or feeling like you’re missing something—we’ve got everything you need in one place.
Let’s cut the complexity and make your financial strategy work for you. Ready to get started? Let’s talk about what’s possible.
Office Address
Mailing Address
545 Village Walk Lane, Suite C
P.O. Box 291
Johnson Creek, WI 53038
Phone
Fax
(920) 699-7251