2021 Roth & Trad. IRA $6,000 | $7,000 age 50+ TEAM APPROACH WEALTH & INVESTMENT TAX & ACCOUNTING We offer a wide array of financial services to meet your needs: Investment and Wealth Management IRAs and Roth IRAs 401(k) and IRA Rollovers Estate, Trust, and Retirement Planning Education Funding and 529 Plans Fixed and Variable Annuities Full Brokerage Services Separately Managed Accounts Income Tax Individual Tax Return Preparation Partnership, S Corp, and C Corp Preparation Estate, Trust, and Gift Tax Returns Resolution of Tax Notifications Long-Term Tax Planning Accounting and Small Business Services Full Service Payroll Bank and Credit Card Reconciliations Financial Statement Preparation Bookkeeping and Year-End Closing QuickBooks® Set Up and Training W-2 and 1099 Preparation and Filing Sales and Property Tax Returns Section 105 and 125 Cafeteria Plans Employer/Employee Retirement Savings Plans, including 401(k), 403(b), SIMPLE and SEP Plans Insurance Term, Whole, and Universal Life Insurance Variable Universal Life Insurance Funeral Trust Policies Hours Feb 1-Apr 15 Apr 16-Jan 31 Mon-Thur 8AM - 6PM 8AM - 5PM Friday 8AM - 5PM 8AM - 3PM Saturday 9AM - Noon Closed Phone 920.921.6288 Fax 920.921.8718 Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC,. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not legal or tax advice. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH OK, SC, TN, TX, UT VA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. FEUCHT FINANCIAL GROUP, L.L.C. is in the business of providing financial and investment services beyond tax return preparation, tax representation, and accounting; and that tax information if supplied could be used by Feucht Financial Group Representatives, to make recommendations, including the following: Financial Planning, General Investment Advice, Advice, Planning and Sales related to Tax-Advantaged Investment Vehicles, Advice, Planning and Sales related to Tax-Advantaged Retirement Plans, Sales of Securities, including Mutual Funds, Stocks, Bonds, Annuities & Life Insurance. These services are an integral part of the total services for FEUCHT FINANCIAL GROUP, L.L.C. Clients are under no obligation whatsoever to follow any recommendations made or to purchase any products offered by or through FEUCHT FINANCIAL GROUP, L.L.C. Beyond the specific purpose of providing other financial advice or proposing other services, no tax return information if furnished will be disclosed to any person or for any purpose not specifically allowed by law or by subsequent written approval. FEUCHT FINANCIAL GROUP, L.L.C. does not disclose any nonpublic personal information about current customers or former customers to anyone, except as permitted by law. *This Employee is not Registered with Woodbury Financial Services to offer Securities and advisory services. CFP® and CERTIFIED FINANCIAL PLANNERTM are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.