Working Towards Your Financial Goals 

With proven experience and local knowledge, our team of dedicated investment professionals works with clients to build sound financial strategies.

Mission

Our mission is to get to know our clients on a personal level in order to provide objective financial advice based on your individual situation. We desire to get to know your needs and goals and then develop, implement and monitor a strategy that will help get you where you want to be.

Regardless of your investment experience we desire to educate you about financial concepts and products in order to help take the mystery out of investing. We understand the complexity of today’s financial environment and our goal is to effectively manage your assets and keep things on track.

Approach

We offer access to a wide range of investment options to address the specific milestones we establish to keep your short and long term goals on track. Our disciplined, four-step investment process helps instill confidence that your assets will be strategically managed.

  • Trend Identification - We adopt asset allocation models based on asset classes we believe are positioned for long-term return potential
  • Risk Management - We monitor asset allocation on a regular basis as a measure in an effort to help optimize performance based on historical information
  • Investment Selection - We review and track a diverse group of non-proprietary investment vehicles
  • Entry/Exit Strategies - We develop a plan based on current market conditions that will help you potential capitalize on investment opportunities.

We also believe that because of the volatility that has characterized the economic environment over the past five years; it has never been more important for clients and financial advisors to take a holistic approach - looking at an individual's entire financial picture, not just one aspect or another. For this reason, we are now offering comprehensive financial plans, which allows you to manage your finances with purpose and gives you a roadmap that guides you along the path to financial security.

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Services

We can help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track. Our services and strategies include:

Services Available:

Comprehensive Financial Plans

  • Retirement Planning
  • IRA Rollovers Investment Analysis & Asset Allocation
  • Education Planning
  • Estate Planning
  • Tax strategies
  • Risk Management InsuranceAnalysis

Products Available:

  • Mutual Funds Stocks and Bonds
  • Exchange Traded Funds (ETF’s)
  • Fixed and Variable Annuities
  • Alternative Investments
  • CD’s and Structured CD’s
  • Life and Long Term Care Insurance

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's a good approach for college savings?
  • Do I have enough life insurance for my family?

Educating you about financial concepts and products is an important part of our services, which is one of the many reasons why we provide you access to our website. This site is packed full of timely information, concepts, and ideas designed to give you a better understanding of the world of personal finance.

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Location

Appoints are available at each of Premier Community Bank's locations.

Team

For complete details or to speak with our Financial Planners call 920-822-4736 (Pulaski Office) or 715-524-8100 (Shawano Office).

Char Larsen

Char Larsen,
CFP®

Financial
Consultant

Located at
Premier Community Bank

1273 South Main Street
Shawano, WI 54166

Ph: (715) 524-8100 (opt #2)
Fax: (715)524-8101

Send Email

Debbie Greenberg

Debbie
Greenberg

Investment
Representative

Located at
Premier Community Bank

745 U.S. Hwy 32
Pulaski, WI 54162

Ph: (920) 822-4736 (opt #2)
Fax: (920)822-4739

Send Email

 

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Why Work With A CERTIFIED FINANCIAL PLANNER™?

A CERTIFIED FINANCIAL PLANNER™ deals with one of the most personal and sensitive aspects of your life: personal financial security. Trust and integrity are the cornerstones upon which each relationship is built. If you’re new to financial planning, you may have questions about the process and how to make informed decisions when it comes to the countless options available. Most people think that all financial planners are "certified," but this isn't true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification mark. The CFP® certification is the most recognized in the industry for personal financial planning and only 17% of all financial advisors in the industry can claim this distinction.

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Who is LPL?

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

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