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Building Personalized Financial Strategies

Welcome, I’m Bill Stoebig, a financial advisor with Stoebig Investment Management committed to helping clients build personalized financial strategies designed to address their financial goals and aspirations. I enjoy educating them on their financial opportunities and empowering them to make confident decisions.

Based in Union Grove, Wisconsin, I largely work with clients in southeastern Wisconsin, as well as in multiple other states. Whatever your financial concerns, I invite you to contact me to learn more about how we can work together.

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Email completed Confidential Profile Form to:  [email protected]  or [email protected].

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.