Jon Holthaus
Owner/Member at Holthaus Financial Group, LLC
- Role
- Independent Financial Advisor at Mutual of Omaha
- Location
- La Crosse, WI, US
- LinkedIn followers
- 500 followers
About Jon Holthaus
Jon is serving as a financial advisor in the La Crosse, WI and Boscobel, WI area. He serves the tri-state area: Wisconsin, Iowa, and Minnesota. I help my clients with :(a) starting their retirement and estate planning,(b) implementing accumulation strategies to move toward their retirement goals,(c) designing income distribution strategies for their retirement years, and (d) designing legacy and estate preservation strategies. While I can help clients build financial plans to help guide them towards their dreams, I must also address the risk management issues that could interrupt financial plans put in place. To fulfill that need we are also fully experienced and licensed for health and various types of life insurances, disability/income protection, long term care protection, critical illness and fixed annuities. I also help my business clients with:(a) Retirement Plans such as 401k plans, SIMPLE IRA\'s and SEP IRA\'s,(b) Small business continuation planning,(c) Key person protections,(d) Buy/Sell agreement discussions and funding techniques,(e) Other fringe benefits for employee retention.
Experience
Independent Financial Advisor
Nov 2008 — Present
Independent financial contractor with the ability to develop and implement comprehensive financial plans for individuals, corporations, and benefit departments of corporations. Able to choose financial products and service from hundreds of the financial institutions in the world, or develop fee-only financial plans. Includes estate, tax, risk management, and wealth accumulation strategies for pre-retirees, retirees, and business owners. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: WI, IA, MN, IL, TX 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc, Member FINRA 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. Holthaus Financial Group and the Mutual of Omaha companies are not affiliated. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold. 100 Harborview Plaza, Suite C4, La Crosse, WI 54601
Education
University of Wisconsin-La Crosse
Bachelor's degree, Accounting and Finance
2007 — 2012
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