Financial Planning in Times of Uncertainty – Featuring PJ Madson

Anthony Wilhelms, CFA, CFP®  talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management.  Topics include:

• What does financial planning look like in times of uncertainty?
• How can a business owner have a successful business transition?
• What is happening with wood prices and other commodities that are in short supply?
• How does inflation impact retirement planning and spending?

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Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

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Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice.  Investors should consult with their legal and tax professionals before making investment decisions.

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