Resonant’s approach to creating your financial plan places an emphasis on open conversations. We go beyond investment strategy and incorporate risk management, tax and estate planning, insurance, philanthropy and family communication strategy.
The financial plan we create for you will be specific, adaptable and tailored to your unique life.
You have questions.
Expectations. Concerns. Goals. Family. Money. Tell us. We'll listen.
By listening we will bring your financial and personal life into focus.
Here are some of the discovery topics we'll discuss with you in our first meeting.
33 East Main Street
Madison, WI 53703
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Important Consumer Disclosure
Resonant Capital Advisors, LLC (“RCA”) is an SEC registered investment adviser with its principal place of business in Madison, Wisconsin. RCA and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which RCA maintains clients. RCA may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. RCA’s website is limited to the dissemination of general information regarding its investment advisory services to United States residences residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of RCA’s website should not be construed by any consumer and/or prospective client as RCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
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