Receive an educational approach from our advisors on how to manage your wealth and meet your personal financial goals.
We help you set clear goals and put together a solid plan. Let us help you reduce or eliminate your financial concerns during retirement.
Do you actually get advice or "just get them done"?
We specialize in managing our clients wealth, taxes included. We look to minimize your taxes owed while maximizing your income.
First, do you even need it?
That said don't put yourself in a bad situation if the worst happens. We provide life, long-term disability, and long-term care insurance.
We are experienced business advisors that specialize in maximizing your working capital and minimizing your taxes.
We provide SIMPLE IRA's, SEP IRA's, and 401k. A free conversation with us is well worth your time and will give you plenty to think about.
Do you even look at them or know what your in?
Wondering what to do with your old 401k? Let us help you understand what you have and your options. Lets make sure your investments lineup with your goals and expectations.
Determining when to pull your social security is a crucial step to your retirement. We help you maximize your social security benefits and your total wealth while also minimizing taxes throughout retirement. This ties closely to your retirement funds and withdrawals. See us starting at age 50.
Start with us!
Your total estate is always forefront in our mind in everything we do with our clients. We have a broad knowledge in protecting from the nursing home, tax planning, capital gains, and property and business divesting.
Welcome to OB1 Financial, your trusted resource for all things financial. OB1 Financial is your local, family-owned financial company located in Freedom, Wisconsin. We offer investment and tax services, retirement, social security, and estate planning, and insurance protection for life, long-term care, and long-term disability.
You'll notice the house shape diagram with your life in the center. We all get sold products and services that are suppose to help us with the things surrounding our life and prepare or help us with our goals, certainties, and uncertainties. How are we suppose to understand this web or unravel the ball of yarn?
Tim started this business with one goal in mind: to make sure you have what's best for you, not what you were sold. We start by understanding your needs, goals, and life; help untangle the web of all these investments, products, and services; and make sure you are covered while doing what's in your best interest... all with the goal that you can make memories you might not otherwise been able to afford.
We specialize in providing a complete financial plan for our clients while educating you along the way. Everyone goes through multiple stages in life where goals or financial situations change, some things are uncertain, and others like death and taxes are certain. Setting our clients up for success while helping them be financially and stress free in life is the key to our success. Let us help you get your house in order.
Stop on in or call to schedule a free consultation to take advantage of your investment needs and potential tax savings.
Tim grew up on a small dairy farm in western WI. He graduated from Glenwood City High School in 1992 and went on to college at UW-Eau Claire, graduating with a double major in Accounting and Operations Management. He went on to work as a controller, material manager, and plant manager for 25 years.
In college he started his own investment account with his financial aid money and started helping friends and family with their investments and taxes. He realized how much people needed honest help with these things.
He credits his very large and close-knit family along with all the people in his small town for creating his passion to help people, be the best you can be, and do the right thing. After 25 years in corporate America and a lot of reflection, he went back to his passion. “I just want to help people with the talents God gave me.”
Tim enjoys spending time with family and friends, sports, a good band, traveling, and crop farming. He is passionate about his clients, kind of competitive to be the best, and his care for you will be evident in your first meeting.
Caden graduated from Freedom High School in 2018. He went on to attend UW-Madison, pursuing a degree in personal finance. He began working on his family's apple orchard at ten years old developing a passion for helping others.
Caden is dedicated to making a difference in other's lives, as his passion for helping others fuels his actions, bringing both purpose and fulfillment to his journey at OB1 Financial.
Caden enjoys hanging out with family and friends, golfing, going up north, and helping on his family's apple orchard in Appleton, WI.
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