Conceptual Financial Advisors

Conceptual Financial Advisors is a fee-based financial planning and investment advisory firm in Appleton that works with families and businesses. Its most popular offering is the multi-step OnTrack Analysis, a comprehensive review of cash flow, retirement goals, investments, taxes, insurance and estate transfer, including a Monte Carlo simulation of the odds of reaching each goal. The firm also manages investment portfolios through its Managed Assets Program and provides education on corporate retirement plans.

Meetings are by pre-scheduled appointment at the office in the Watermark Professional Building, at the southeast corner of Matthias Street and Calumet Avenue. Narrower questions can be handled hourly, and a 30-minute MyFirstFinancialPlanner review suits younger investors and newlyweds. The firm serves clients across the Fox River Valley, including Green Bay, Oshkosh and Neenah. The office is closed Fridays from Memorial Day to Labor Day.