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Marisa Menzel, Financial Advisor

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United States
Fitchburg, WI
Marisa Menzel, Financial Advisor

Helping Parents Balance Paying for College, Retirement and Life Along the Way | Financial Advisor | The financial landscape has changed.

Life was hard for parents already, but the pandemic exposed that struggle to the rest of the world. This applies to your everyday life and your financial life...How can you manage to pay for your kids' college, your own retirement and the life you want along the way? It has often been said that if only we could give up our fancy coffee each day, we would have no problem retiring with the lifestyle

that we desire. Many Americans aren’t saving enough and salaries haven’t been keeping up with inflation, but there’s another reason why many Americans are retiring with about ½ of the lifestyle of their working years. Many people used to retire with a pension; a guaranteed income stream for life, which along with Social Security was usually a good replacement for your working salary. When companies shifted to 401(k) type retirement plans, the focus shifted from annual retirement income to a nest egg mentality. This change in focus caused us to take our eye off the prize - retirement income. The more efficiently we can produce that, the more money you’ll likely have available for things like your kids' college and your lifestyle along the way. It’s not your fault if you’re having difficulty balancing all the financial demands on your life. I help successful, working parents of young children develop a plan to help meet their multiple financial goals.

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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through O.N. Investment Management Company.

07/17/2026

One of my favorite conversations is showing families they don’t necessarily need to find more money.

Sometimes they simply need to redirect the money they already have.

Small adjustments today can create meaningful results over time.

Curious what that could look like for your family?
Let’s talk.

07/15/2026

Retirement planning isn’t really about retirement.
It’s about creating choices.

The choice to travel.
The choice to work because you want to.
The choice to help your children.
The choice to say yes to opportunities instead of worrying about money.

The earlier you start building those choices, the more options you’ll have.

Let’s chat about your future.

07/09/2026

Most people don’t need another article about investing.

They need someone who can answer:
“What should I do?”

Google can’t personalize your future.
A trusted advisor can help guide you.

If you’re ready for a conversation instead of another internet search, give me a call.

07/07/2026

When people think about financial planning, they often think about investments.

I think about peace of mind.

Knowing your family is protected. Knowing you’re saving enough. Knowing you’re making smart decisions.

Those feelings are hard to put a price on.

If you’ve been wondering whether you’re on the right track, let’s chat.

07/03/2026

You’re successful at work.

You manage projects. You solve problems. People rely on you.

Then you get home and suddenly you’re expected to be the financial planner, retirement expert, insurance specialist, tax strategist, and parent all at once.

That’s a lot.

You don’t have to figure it all out by yourself.

If you’ve been putting financial planning on the back burner because life is simply busy, call me. We can build a plan together.

07/01/2026

Wisconsin's strawberry season only lasts a few weeks, so we made sure not to miss it.

This weekend was extra special because it was my very first time strawberry picking. Our daughter quickly discovered that picking strawberries mostly means eating strawberries...as evidenced by her bright red mouth by the end of it!

Watching her experience something so simple reminded me how quickly these seasons of life pass. It's easy to get caught up planning for what's next, but these are the moments we'll remember.

I'm grateful we didn't let this short Wisconsin season slip by.

What's one summer tradition your family looks forward to every year?

06/24/2026

Have you noticed you’re getting closer to the day your daycare bill disappears?

For many families, that’s one of the biggest “raises” they’ll ever receive. The question is…

Will that money slowly disappear into everyday spending, or will it become the foundation for your future financial freedom?

A few intentional decisions today could make a huge difference 20 or 30 years from now.

If you’re wondering what to do with those extra dollars, let’s chat.

I’d love to help you build a plan that fits your family.

04/08/2026

Spring isn't just for cleaning out closets.
It's for cleaning up your financial picture too.

Not because something is broken.
But because life has moved forward and your strategy should too.

New season. New look at:

What you're building
What you're protecting
What you're leaving behind

A 30-minute review can reveal more than a year of wondering.
What would you do with that kind of clarity?

04/06/2026

A not-so-well-known fact:

Many of the treatments used today across many types of cancer started with blood cancer research.

Which means… this isn’t just about one disease.
It touches almost all of us.

A few weeks ago, I attended the kickoff for Blood Cancer United’s Visionaries of the Year fundraising campaign with my friend Suzy Pursell who now works for the cause—and I was reminded how powerful this mission is.

This year, I’m supporting Desiree Canto, who’s fundraising in honor of her friend Jess—a mom of two, a wife, and a two-time leukemia survivor.

This one hits close to home for me. I actually participated in this same campaign back in 2018, and it’s something I’ve never forgotten.

If cancer has impacted your life in any way—this is a meaningful way to give back.

If you’re able, I’d love for you to support Desiree’s campaign with the donation link in the comments.

Every dollar makes a difference—for Jess, for families like hers, and for the future of cancer treatment.

And Suzy—so glad we got to share that night together.

https://www.linkedin.com/in/suzypursell/
https://www.linkedin.com/in/desiree-canto-dcmp-cude-77211721/

04/01/2026

Before, retirement planning felt analytical.

After, it felt personal.

When you hold your child, you start thinking differently about:
– Protection
– Longevity
– Stability
– The example you’re setting

I stopped seeing financial planning as spreadsheets.

I started seeing it as stewardship.

And that shift changed how I design every plan.

Address

2923 Marketplace Drive, Ste 210
Fitchburg, WI
53719

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://calendly.com/marisamenzel/15min, https://marisamenzel.com/

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