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Our Company

Handrick Planning is located in God’s country of Northern Wisconsin.  I am an independent, relationship based, client focused planner dedicated to putting your clarity of purpose first before strategy solutions.  Many advisors are still motivated by selling things.  I entered the financial planning business in 1990 under a consultative, counseling first training model and have never abandoned that process.  Independence allows me to focus on you.  I have no sales goals to meet, no manager to answer to and have access to almost all of the product solutions to help you implement your best strategy.

My Commitment

My commitment to you is to think with you, not for you.  I work by myself.  I do everything for my clients which helps me eliminate errors and maintain control over the processes.  Quality is the presence of value and the absence of errors.  I make house calls which is what most people prefer.  After all, that is where your financial planning documents are kept.    Whether you are planning for your retirement years or desire to build out your legacy estate plan to help you meet your philanthropic desires and incorporate your highest ideals, I’m going to be your most trusted advisor.  I excel at helping you understand sophisticated strategies and concepts in terms that make sense to you.  I’m committed to P3, the perpetual pursuit of perfection.

My Principals

My practice is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you desire to have a private conversation about your current family legacy or financial situation, or wish to schedule an appointment please contact me.