Broker Check

210 West Madison Street
Waterloo, WI 53594

LinkedIn

 

Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

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 22 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."


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

Helpful Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Wild West of Data Theft

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Retirement Seen Through Your Eyes

What's your vision of retirement?

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

View all presentations arrow

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

When Markets React

When markets shift, experienced investors stick to their strategy.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Choosing a Mortgage

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow