For a Better Return on Life

Because your life is not about making money, your money is about making a life.

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Products & Services

LIVE

Lifestyle spending is the primary barrier to long-term financial freedom.

GIVE

Giving breaks the power of money over our lives

OWE

Unwise use of debt mortgages the future. Consumptive borrowing will limit future lifestyle, flexibility and independence.

GROW

Saving is the primary way to fund long-term priorities

Advisors You Can Trust

We strive to be financial advocates who are always for you

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Our Process

We have a simple process for doing Return on Life Financial Planning

 

Our Team

Mike Jette

Mike is a Financial Consultant with Carroll Financial Associates and a Registered Representative with Cetera Advisor Networks. He holds a Bachelor of Arts degree from the University of Wisconsin, Milwaukee and received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. Mr. Jette is also a Certified Financial Planner (CFP®).

Ben Ganson

Ben is a Financial Consultant with Carroll Financial Associates and a Registered Representative with Cetera Advisor Networks. He holds a Bachelor of Arts degree from Wittenberg University in Business Management.

Newsletters

Strategies for a Pandemic

by Mike Jette on Feb 26, 2020

The last two days have certainly seen some volatility in financial markets, and we are suddenly all getting used to the word "pandemic".

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The New SECURE Act

by Mike Jette on Feb 11, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20th, 2019. The SECURE Act made a few significant changes to retirement accounts, altered some rules and created new provisions.

Some of the more notable changes in the law that affect our clients include:

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