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Financial Planning
Clients want confidence that the wealth they’ve spent decades building can last throughout retirement, and maybe even beyond. The RICP® designation is a professional certification that reflects an advisor’s specialized education in retirement income planning.
“You don’t have to figure this out alone. Most of our clients arrive overwhelmed. They leave empowered.”
— Marisa Menzel
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Whether you’re planning for retirement, navigating college savings, or looking for guidance on building financial security, Marisa brings a wealth of experience, compassion, and a client-first approach to every conversation. Fill out the form below to start the conversation!
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Madison, WI 53719
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Securities offered through The O.N. Equity Sales Company, Member FINRA / SIPC, One Financial Way. Cincinnati, Ohio 45242 877.663.7267. Investment advisory services offered through O.N. Investment Management Company.
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2923 Marketplace Dr. Ste 210
Madison, WI 53719
(608) 274-9110 ext. 113