Investment Concepts, Inc. is a full service financial advisory firm which, since inception in 1985, has served over 900 individual clients specializing in retirement planning. We work closely with retirees/potential retirees of Kimberly Clark Corporation, Plexus Corporation, Neenah Paper, Gulf Stream Aviation and numerous other Fox Valley companies.
Specifically, we have successfully assisted over 900 Kimberly-Clark employees worldwide in planning and enjoying a financially secure retirement. Working with Kimberly-Clark employees since the early 1980s, Katie Kessler and Wendy Tesch have navigated through many changes at the company, both employee and benefit related.
In addition, we also provide corporate consulting services to such companies as Milwaukee Electric Tool, the Gehl Company and a variety of other manufacturing firms. With offices currently in Milwaukee, Appleton and Marshfield, ICI has branched out to not only serve clients throughout Wisconsin, but also those throughout the nation.
Whether you’re just beginning to plan for your financial future or looking for better ways to manage your portfolio, it’s essential to find an investment team you can trust. The financial professionals at Investment Concepts, Inc. are experts in the following retirement management specialties:
- Traditional & Roth IRAs
- Qualified Plan Rollovers
- Employee Benefit Plans
- Estate Planning
- Corporate Consulting for Defined Benefit and Defined Contribution Plans
- Exercising Stock Options
- Recommending Investment Allocation Strategies
- Reallocating of Existing 401(k), 403(b) and 457 Plans
- Social Security Optimization
- College Planning — 529 Plans, Educational IRAs and UGMA UTMA Accounts
Investment Concepts, Inc. clears all financial transactions through the SagePoint Financial Inc., a registered broker-dealer, one of the largest non- proprietary broker/dealer to independent financial planners in the nation. Through SagePoint Financial Inc., we offer a wide range of investment products and services:
- Stocks and Bonds
- Mutual Funds
- Variable and Fixed Annuities
- Real Estate Investment Trusts
- Unit Investment Trusts
- Certificates of Deposits
*SagePoint Financial, Inc. does not offer tax or legal advice.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.