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Family Financial Group Inc

"CLICK EMAIL AT THE TOP OF THE PAGE TO UPLOAD DOCUMENTS! We Make House Calls - You Don’t Come To Us, We Come To You"

About Us

We're Family Financial Group Inc, and we've been the premier financial planning service in Holmen, WI, since 2004. We offer a wide variety of financial planning and life insurance services. We are very passionate about finding the right product for your individual needs, we offer annuities, investments, wills, trusts, life insurance, and retirement planning and so much more. We're looking forward to partnering with the surrounding communities to continue to provide you with premier financial planning or life insurance experience. Please call for an appointment!

Areas Served

Our Professional Associations

Better Business Bureau (BBB)

Our Certifications

Dave Ramsey Affiliation

What We Offer

Our Specialties include:

Life Insurance Agency
Financial Planning
Multi State Service Available

Our Services include:

Annuities
Dave Ramsey Solutions
Financial Advisor
Investments Services
IRA
Life Insurance
Long-Term Care Insurance
Long-Term Disability Insurance
Mutual Funds
Retirement Planning
Securities
Tax Planning - Year Round
Wills and Trusts

Contact Us

Family Financial Group Inc
500 N Holmen Dr Suite 518 Holmen, WI 54636
Phone: (608) 399-1576
Email: ben.bosshart@familyfinanciallax.com

Located in Holmen Square

Where To Find Us

Our Hours

Holiday Hours May Vary. Please Call For Details.

Monday: 9:00 AM - 5:00 PM By Appointment Only
Tuesday: 9:00 AM - 5:00 PM By Appointment Only
Wednesday: 9:00 AM - 5:00 PM By Appointment Only
Thursday: 9:00 AM - 5:00 PM By Appointment Only
Friday: 9:00 AM - 5:00 PM By Appointment Only
Saturday: By Appointment Only

News

💼📈 Build Confidence for the Future with Annuities from Family Financial Group Inc. 📈💼
Planning for retirement means creating income you can rely on. At Family Financial Group Inc., we help individuals and families explore annuity options designed to provide long‑term stability, predictable income, and peace of mind.
✨ Why Consider Annuities?
• Potential for guaranteed income in retirement
• Protection from market volatility (depending on product type)
• Options tailored to your financial goals and timeline
• A steady foundation for your overall retirement strategy
Our experienced advisors take the time to understand your unique situation and explain your options clearly—so you can make informed decisions with confidence.
📊 Let’s plan for tomorrow, today.
Contact Family Financial Group Inc. to learn how annuities may fit into your financial future.

🌟 A heartfelt THANK YOU to our amazing clients at Family Financial Group inc! 🌟 Your support fuels our passion, and we are truly grateful for each and every one of you. Let's make this year even better together! Give us a call – we can't wait to be of service to you! 💼💖 #FamilyFinancialGroup #ClientsAppreciation #Gratitude

Don’t leave your financial future to chance! Family Financial Group offers year-round tax planning and financial strategies to maximize your savings and grow your wealth. Contact us today for expert advice.

Looking for a financial advisor you can trust? Family Financial Group offers personalized investment services, including mutual funds, securities, and IRAs. We’re here to help you build a strong financial future.

🍀 Get lucky this St. Patrick's season with Family Financial Group, Inc.! 🌈 Your trusted local financial planner in Holmen, Wisconsin, is here to guide you through all aspects of your personal finances. Whether you need help with investments, IRA, life insurance, long-term care insurance, retirement planning, and more, we've got you covered! Let us help you reach your financial goals and secure your future while teaching you all about it. Contact us today for expert advice and personalized financial solutions! 🌟

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