Business Services

We know there can be many sleepless nights thinking about the future and wellbeing of your company. We also know the complexities of running a successful business that will span over many generations of ownership is a daunting task. Managing cash flow, retaining talented employees, maintaining competitive benefits that are valued by employees are all major issue, but where do you begin?

Our organization is built around our tagline.

Objectivity / Competency / Attention to Detail

Our tagline permeates all aspects of our business and the work we do. Here are the areas of our business expertise:

Qualified Retirement Plans and Employee Benefit Planning

We take a Wealth Management approach to your companies qualified plan. From proper fund line ups, to plan design and the education needed for high participation. We believe that everyone needs a financial plan that covers everything from now through their retirement years, not just the end game of retirement. We embrace financial wellness and teach it through financial planning with participant in qualified plans we serve. With over 25 years of experience, we have developed proprietary education that is effective to the understanding and use or your qualified plan. We are well versed in Fiduciary relationship of your qualified plans and the regulatory environment. We have developed processes and procedures designed to ensure quality outcomes from both a corporate and participant level, well documented, communicated and archived for your protection and well being.

Key Person Benefit Planning

All employees and team members are important to you, however, some of your employees have talents and expertise that would cause hardship if you lost them to a competitor or to an unforeseen tragedy alike. We have expertise in Key person, phantom stock, non -qualified deferred compensation, and executive benefit planning. We can help design programs can help reward and keep talented people you want to retain.

Business Risk Management

How do certain risks affect the violability and future of your company. Addressing questions of risk help keep production flowing and employees earning a living. We engage in the discussions that help our clients get to the right spots, the right people, the right products and the right experts to help you protect the future.

Investment Strategies

Coordinated investment strategies with an effectively managed well allocated investment portfolio can help meet the future needs of you and your company, whether that money is used for expansions, acquisitions, or In lieu of a line of credit. At Onward Financial Network we have the expertise to effectively meet these objectives. We believe that it is not only important to have the expertise, but we have developed a communication program that keeps you up to date on the risk and trend of your companies money. We want you to know how we, as a wealth management Advisory firm look at your portfolio.

Business Continuation Planning

Is your business going to ok if get hurt or sick and can’t work? Worse yet, Die unexpectedly? Who can step in and keep your business moving forward? How can you keep them interested when times are tough and their talents and expertise can mean the difference between success and potential failure. We have over 30 years of experience working with family owned and small business answer these questions and more. We will listen to your concerns, ask questions and together develop solutions to protect your business if something unexpected happens.

Business Succession

There are many risks in business. Some clearly visible, some not. Day to day operations normally take the forefront in running a business. What happens when the unexpected does happen? Taking time to address succession planning is time well spent. You have worked hard to get this far. Proper planning can be the difference between actualizing the value you have created or not when its your time to retire. Keeping your valued team together and knowing your legacy continues or closing the doors of your company can keep you up at night. We have expertise that can help you make good decisions that may be left undone.

Group Benefits

Our team approach surrounding the fiduciary needs of your money consists of risk testing, proper asset allocation, re-balancing and monitoring in a fee neutral and unbiased environment. We want you as our client to learn how we as a Wealth Management Firm trend the important characteristics of your money. We communicate this trend to you through our VIP Monitoring Program which is our communication with you regarding the trend of your account. We believe our communication to you helps a trusting relationship with you, which leads to better decision marketing.

7 S. Main Street
Fond du Lac, Wisconsin
(920) 273-0007

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Copyright ©2020 Onward Financial Network All Rights Reserved. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an off to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities offered through Securities America Inc., Member FINRA/SIPC. Advisory services are offered through Securities America Advisors, Inc.
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