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Waterloo, WI 53594

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Helping Hardworking Families Take Control of Their Financial Future

Investing in your financial future isn’t just for the wealthy. It may seem difficult to tune out the everyday noise of the markets and media, but I’m here to help hardworking families decipher how to pursue financial freedom.

My name is Malinda Weisensel, and I am a CERTIFIED FINANCIAL PLANNER™ Professional with more than 17 years of experience in the financial services industry. My mission is to provide honest advice and clear guidance to my clients to help them pursue their financial goals. I want to understand their feelings, goals, fears, and dreams so I can provide them with a plan that is truly customized for them. I do not believe in a "one size fits all" approach to financial planning.  Every person, family, and situation is different so everyone's financial plan should reflect that. I help my clients pursue the financial goals they set for themselves and their families

By creating personal relationships with my clients, I can build trust and assist them in focusing on the plan, not the confusion of financial planning.  I have committed myself to higher ethical, educational, and professionalism standards and my duty as a CFP® Professional is always to act in the best interest of my clients. My personal values and ethical standards require me to treat everyone fairly, honestly, and with respect. I not only want to be a trusted advisor but your financial "Partner for Life."

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The SECURE Act

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

 

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Best-Performing Asset Classes

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Insurance Needs Assessment: When You're Newly Married

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Insurance Needs Assessment: For Empty Nesters and Retirees

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Take the guesswork out of your IEP or SEP with this helpful article.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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