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 planning strategies, 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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 transparent partnership.
Here’s what sets us apart:
All-in-One Solutions
Resources for financial planning, tax planning strategies, 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?
Distinct Credentials
Our team includes a financial advisor and a licensed insurance professional, giving you complete comprehensive financial care.
Fiduciary Commitment
As fiduciaries in advisory relationships, we always put your interests first, providing comprehensive 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 freedom.
Check the background of investment professionals associated with this site 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, managing your investments, or working toward securing 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 Group, we serve as your gateway to a full suite of financial services, connecting you with the resources and strategies needed to build and safeguard 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, attainable financial objectives.
Budgeting & Cash Flow Management
Strive to optimize your income and expenses for maximum efficiency.
Investment Strategy
Develop a personalized investment plan aligned with your goals and risk tolerance.
Retirement Planning
Work toward ensuring you’re on track for the retirement lifestyle you envision.
Education Funding
Plan for your children’s educational future.
Estate Planning Strategies
Safeguard 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 planning to address every aspect of their financial well-being. That’s why we’ve aligned with 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 aims to ensure your tax strategy works seamlessly with your overall financial plan. Through our partnership with Uncle Sam’s Accounting, you gain access to:
Tax Planning & Preparation
Proactive strategies to work toward minimizing tax liabilities with a goal of keeping 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 planning to help you manage and preserve wealth.
We are committed to offering a holistic approach to financial freedom. By working alongside a trusted CPA, we strive to 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 freedom
- 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 work toward ensuring 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.
Experienced Guidance for Medicare & Health Insurance
Navigating Medicare and health insurance options can be overwhelming. Sally Wendt, an independent Licensed Insurance Professional 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 with a goal of ensuring you receive the best value and coverage for your needs.
Strategic Resource
Uncle Sam’s Accounting
Contact Us
Reach Out Today!
Financial freedom 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 strategies, 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