Elite Retirement Group

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Elite Retirement Group Elite Retirement Group has locations at both 1320 Okray Ave Plover, WI and 1205 Cedar road Kronenwetter, WI.

At Elite Retirement Group, we are dedicated to empowering individuals to navigate their golden years with confidence and security.Our Advisor team specializes in personalized retirement planning and investment management. Both locations offer the full range of financial planning services and investment products.

We are sorry to announce that our seminar scheduled for this week has been canceled. We sincerely apologize for any inco...
10/26/2026

We are sorry to announce that our seminar scheduled for this week has been canceled. We sincerely apologize for any inconvenience this may cause and appreciate your understanding.

Please visit our website for updates on upcoming seminars and events. Thank you for your continued support!

More seminars here! : https://bit.ly/46k3u7T

10/26/2026

Valuing our clients and doing what’s best for their needs has always been our top priority. That’s one of the reasons we chose to become an independent financial firm.

In this clip, Patrick shares a personal experience from his time working at a large financial firm, where he was encouraged to recommend a product that wasn’t the right fit for his client. That experience reinforced an important principle: financial advice should be based on what’s best for the client, not what generates the highest commission.

Watch the full episode on YouTube: https://bit.ly/4yOF6Is

In this episode of the Elite Money Market Update, we discuss when it may be time to reconsider your financial advisor, the differences between corporate and independent financial firms, and why comprehensive retirement planning goes beyond investment management. Learn what to look for in a financial advisor and how a retirement strategy that considers income, taxes, healthcare, investments, and estate planning can help you prepare for the future.

Your retirement plan should reflect your goals, priorities, and financial needs. If your current financial plan focuses primarily on investments, it may be worth exploring whether a more comprehensive approach could better support your retirement.

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

This week, we took some time away from the office to give back to a community that means so much to us! ❤️ Thank you to...
10/23/2026

This week, we took some time away from the office to give back to a community that means so much to us! ❤️ Thank you to United Way of Portage County for organizing Make a Difference Day and giving volunteers the opportunity to make a difference. We were happy to be part of it and lend a hand to two local families! We’re grateful for opportunities like this to give back to the community we call home. ❤️

10/22/2026

What happens when your retirement savings need to do more than just sit in an account?

🎙️ Watch the full episode of the Elite Wealth Podcast:
Youtube: https://bit.ly/3VZFwx6
Spotify: https://bit.ly/4hA4Q5d
In this episode, we discuss retirement income planning, including guaranteed income, investments, 401(k)s, IRAs, Social Security, taxes, inflation, market risk, and how to balance income, growth, and flexibility in retirement.

Creating a reliable retirement income strategy is an important part of retirement planning. Your income needs to support your essential expenses while also giving you flexibility for the things you want to do in retirement.

Your retirement income may come from several sources, including 401(k)s, IRAs, Social Security, investments, and guaranteed income. Understanding how these sources work together can help you make more informed financial decisions.

Tax planning can also play an important role in retirement. Taxes may affect how much of your retirement income you actually have available to spend, which is why strategies such as Roth conversions and tax-efficient retirement planning may be part of a larger financial strategy.

Inflation and market changes can also impact your retirement income over time. Financial planning and wealth management can help you think through these risks while balancing your need for income, investment growth, safety, and access to your money.

If you're planning for retirement, approaching retirement, or already retired in Wisconsin or Central Wisconsin, understanding these trade-offs can help you make more informed decisions about your financial future.

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

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🎉 Happy Birthday, Amelia! 🎂 We hope you get to enjoy your special day with your loved ones and feel just as appreciated ...
10/21/2026

🎉 Happy Birthday, Amelia! 🎂

We hope you get to enjoy your special day with your loved ones and feel just as appreciated as you make others feel! ❤️ Everyone, join us in wishing Amelia a very happy birthday! 🥳🎈

10/21/2026

You’ve spent years preparing financially for retirement. Preparing for retirement also means thinking beyond simply reaching a savings goal. The years after your career can bring new decisions, priorities, and challenges that are worth planning for ahead of time.

If you have questions about your retirement goals, schedule a free consultation with one of our advisors here: https://bit.ly/4v9qiCB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/20/2026

Could a Roth conversion help you save on taxes in retirement, or could it lead to unexpected costs? Watch the full episode of the Elite Money Market Update to learn about 8 key factors to consider before making a Roth conversion, including taxes, Medicare premiums, Social Security taxation, and required minimum distributions.

Watch here!: https://bit.ly/4ihx1Ga

Converting a traditional IRA or 401(k) into a Roth IRA can offer tax advantages, but timing and your overall financial situation matter. Understanding how these decisions affect your retirement income, healthcare costs, and long-term financial goals is an important part of proactive retirement tax planning.

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

10/19/2026

Thank you to everyone who joined us at Michele’s Restaurant for our recent retirement education seminar! We enjoyed spending the evening with everyone and discussing the questions that matter most when planning for retirement.

Victor covered key retirement planning topics, including creating a retirement income strategy, preparing for taxes, understanding Social Security, and making informed investment decisions.

Whether you’re getting close to retirement or already retired, having a plan can help you feel more confident about your financial future. Ready to take the next step or looking for a second opinion on your retirement plan?

Join us for our next retirement education seminar on October 27 & 28 in Wausau, Wisconsin. Reservations are required.

👉 Click here to reserve your spot! https://bit.ly/4AJYoQB

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

Happy National Boss’s Day to the amazing Patrick! 🍩We got Patrick donuts to celebrate today! We’re so lucky to have a bo...
10/16/2026

Happy National Boss’s Day to the amazing Patrick! 🍩

We got Patrick donuts to celebrate today! We’re so lucky to have a boss who cares about his team and always takes the time to share his knowledge and support us. And judging by that expression, he was pretty excited to dig into those donuts! 😂🍩

10/15/2026

🚨 What happens when the market crashes right after you retire? Your retirement savings could face serious pressure if you’re forced to sell investments while prices are down. That’s why having an income plan and a “war chest” in place before retirement can help you avoid making emotional decisions during a market downturn.

In this episode of the Elite Wealth Podcast, Patrick and Matthew
explain sequence of returns risk and why preparing for the next market correction matters. 🎙️ Watch the full episode to learn how thoughtful retirement planning can help you navigate uncertain markets.

Youtube: https://bit.ly/4xu8HFu
Spotify: https://bit.ly/4yJqbPg

📍Financial Planning, Retirement Planning, Tax Planning & Life Insurance — Serving Stevens Point, Wausau, Plover, Portage County, Marathon County & Central Wisconsin.

Address

2331 Post Road
Plover, WI
54467

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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