106 Woodside Ln, Neenah, WI 54956, USA

(920) 486-7026

©2017 BY FINANCIALLY SPEAKING LLC. PROUDLY CREATED WITH WIX.COM

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Financially Speaking LLC
At Your Service

Financially Speaking LLC offers a wide range of financial services for individuals and we focus primarily on Senior financial services.

 

What We Do For You

Financially Speaking LLC offers a wide range of financial services. Get in touch with us today to learn more about our services and how Financially Speaking LLC can work for you.

Financial Planning

Achieve Your Goals

We offer comprehensive financial planning to help you achieve your financial goals.  Do you need college planning, retirement or estate planning or simple cash flow planning?  We offer all the tools to help you succeed.  We do not sell or solicit investment or insurance products, and we always have your best interests in mind.

Beach Stroll
Happy Grandparents

Senior Services

Acting on your behalf with your best interests in mind.

Financially Speaking LLC offers services to Seniors to include Durable Power of Attorney and Estate Representative Services.  We also offer basic bill paying and account reconciliation services.  ATTENTION: WE ARE CURRENTLY NOT TAKING ANY NEW DURABLE POWER OF ATTORNEY OR ESTATE SERVICES CLIENTS.

Debt Management and Budgeting

Cash Flow help

Financially Speaking LLC offers expertise in assisting people with debt and cash flow.  We will provide tools and education for you and make recommendations to make budgeting and debt management easier for you.

Dollar Bills
 

Important Notice: Financially Speaking, LLC is not accepting any new clients as of January 1, 2019.

Contact Us!

106 Woodside Ln, Neenah, WI 54956, USA

(920) 486-7026

 

Spring and Summer Hours:

Monday and Thursday-7:00 AM-3:00 PM

Tuesday and Wednesday-7:00 AM-5:00 PM

Closed Friday, Saturday and Sunday