Francis O’Toole
Using the Standard of a Fiduciary, my goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
- Fee Based Financial Planning
- Wealth Management Services
- Charitable Giving Strategies
- Estate Conservation Strategies
- Education Funding Strategies
- Term Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
- Disability Income Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Long-Term Care Insurance
- Mutual Funds
- Tax Sheltered Annuities, 403(b) Plans
- Pension Payout Alternatives
- Pension Transfer/Rollovers
- Lump Sum Pension Distribution
- IRA Consolidation/Rollovers
- Fixed and Variable Annuities
- Auto Insurance
- Homeowner’s Insurance
- Boat Insurance
- [65 year] resident of Milwaukee]
- Family: Wife & 4 Adult children]
- Hobbies: [Biking, Hiking Backpacking, & Cross- Country Skiing]
- Education: Bachelor’s degree earned at the University of Wisconsin- Milwaukee]