Our Associates

Francis O’Toole
Financial Services Professional
Wauwatosa, WI

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]