Financial Clarity by Design

Financial Clarity by Design We strive to bring clarity to financial decision making. Content is for general purposes only and is not an offer to buy or sell any security.

Our mission is to inform our clients how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams by utilizing a holistic planning process. Juli McNeely, Rebecca Gonzalez, Dan Flees, and Melanie Kunze offer securities and investment advisory services through ๐Ž๐ฌ๐š๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก, ๐ˆ๐ง๐œ.., member FINRA/SIPC. ๐Ž๐ฌ๐š๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก is separately owned and othe

r entities and/or marketing names, products or services referenced here are independent of ๐Ž๐ฌ๐š๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก. ๐Ž๐ฌ๐š๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก does not provide tax or legal advice. For full disclosures please see our website at www.financialclaritybydesign.com

www.finra.org
www.sipc.org

Content posted by other parties does not necessarily represent the views of ๐Ž๐ฌ๐š๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก or Financial Clarity by Design.

06/01/2026

Happy 30th anniversary, Juli!!!

30 years ago today, Juli began her career that goes on to impact so many livesโ€”and weโ€™re incredibly grateful to have been part of that journey.

Juli has built more than a career, she has built lasting relationships and lifelong friendships. What makes her so special isnโ€™t just her knowledge or experienceโ€”itโ€™s the genuine care she brings to every conversation and relationship.

Juli, thank you for the lasting impact youโ€™ve made on our clients, our team, and everyone fortunate enough to know you. Your kindness and commitment to helping others have created a legacy that extends far beyond the work itself.

Please help us in congratulating Juli on an amazing 30 years. Weโ€™re so proud to celebrate you and all youโ€™ve accomplished!
๐Ÿ’™๐Ÿ’™๐Ÿ’™๐Ÿฅณ๐Ÿฅณ๐Ÿฅณ๐Ÿฅณ๐Ÿฅณ

We would like to revisit the topic of ๐ˆ๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ ๐“๐ก๐ž๐Ÿ๐ญ, but this time regarding keeping our children's identities safe!! ...
05/26/2026

We would like to revisit the topic of ๐ˆ๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ ๐“๐ก๐ž๐Ÿ๐ญ, but this time regarding keeping our children's identities safe!! Did you know your child can become a victim of identity theft before theyโ€™re even old enough to drive? ๐Ÿšจ Criminals often target minors because their credit files can go unchecked for years. One of the best ways to protect your childโ€™s identity is to freeze their credit with the 3 major credit bureaus:
โ€ข Equifax
โ€ข Experian
โ€ข TransUnion
A ๐œ๐ก๐ข๐ฅ๐ ๐œ๐ซ๐ž๐๐ข๐ญ ๐Ÿ๐ซ๐ž๐ž๐ณ๐ž can help prevent someone from opening fraudulent accounts using your childโ€™s Social Security number. Most parents donโ€™t discover the problem until years later โ€” when their child applies for a student loan, apartment, or first credit card. Taking a few minutes now could save your family years of stress and financial headaches later. ๐Ÿ”’ Protect their future before someone else tries to use it.

One of the smartest ways to protect yourself from ๐ข๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ ๐ญ๐ก๐ž๐Ÿ๐ญ in 2026? Freeze your credit files at all 3 major credit...
05/20/2026

One of the smartest ways to protect yourself from ๐ข๐๐ž๐ง๐ญ๐ข๐ญ๐ฒ ๐ญ๐ก๐ž๐Ÿ๐ญ in 2026? Freeze your credit files at all 3 major credit bureaus. ๐Ÿ”’
A credit freeze helps prevent criminals from opening new accounts in your name! Be sure to freeze your credit with:
โ€ข Equifax
โ€ข Experian
โ€ข TransUnion
The process is FREE and can usually be completed online or by calling each credit bureau in just a few minutes.
A credit freeze does NOT affect:
โœ”๏ธ Your credit score
โœ”๏ธ Existing credit cards or loans
โœ”๏ธ Your ability to unfreeze temporarily when applying for credit
In todayโ€™s environment of constant data breaches and scams, this is one of the easiest proactive steps you can take to protect your financial future.

๐Ÿšจ Staying safe online starts with knowledge! ๐Ÿšจ We recently hosted not one, but two Cyber Security Webinars for our 2026 ...
05/12/2026

๐Ÿšจ Staying safe online starts with knowledge! ๐Ÿšจ We recently hosted not one, but two Cyber Security Webinars for our 2026 Client Education Programโ€”and they were packed with valuable takeaways! From cyber security basics to hackโ€‘proofing your smartphone, these sessions are a mustโ€‘see. ๐Ÿ”— Catch the replays at the links below! https://share.vidyard.com/watch/vCJpdzRKNsg9cauhW7sFFz
https://share.vidyard.com/watch/C2ApVdJpknWxvrU4cEQrRW
https://static.fmgsuite.com/media/documents/f4d194e5-d7dc-48d1-88c2-830c83691614.pdf

Happy World Password Awareness Day!! ๐Ÿ” Did you know?Hackers can use automated computer programsโ€”called ๐›๐ซ๐ฎ๐ญ๐ž ๐Ÿ๐จ๐ซ๐œ๐ž ๐š๐ญ๐ญ๐š๐œ...
05/07/2026

Happy World Password Awareness Day!! ๐Ÿ” Did you know?
Hackers can use automated computer programsโ€”called ๐›๐ซ๐ฎ๐ญ๐ž ๐Ÿ๐จ๐ซ๐œ๐ž ๐š๐ญ๐ญ๐š๐œ๐ค๐ฌโ€”to rapidly guess passwords until they find the right one. Even "strong" passwords can be cracked in seconds.
Protect all of your accounts across the internet by following these bestโ€‘practice tips:

Reminder!! Our free client education webinar will be Tomorrow, May 5th, at both 12pm and 6pm! Juli McNeely will be prese...
05/04/2026

Reminder!! Our free client education webinar will be Tomorrow, May 5th, at both 12pm and 6pm! Juli McNeely will be presenting on how to "Hackproof Your Phone".

The webinar will be held over zoom at both 12pm and 6pm. We will also have a watch party at our office in Spencer at 12pm for those who want to join in person. Please call our office to RSVP if you are coming in person.

Our clients have been emailed the zoom link. If you need the link or want to send the link to another person, please let us know. We hope to see you tomorrow on our call!

We will be hosting a free client education event, next week Tuesday, May 5th, at both 12pm and 6pm. This month's topic w...
04/27/2026

We will be hosting a free client education event, next week Tuesday, May 5th, at both 12pm and 6pm. This month's topic will be about how to "hackproof your phone". There are two options for joining -- 12pm will be both broadcast over ZOOM and also there will be an in-person watch party at our offices in Spencer at noon. The other option is to watch the same material over ZOOM at 6pm. Please call our office to RSVP if you are coming in person for the noon option. All clients have been emailed the ZOOM link. Thanks everyone, we hope you find this information valuable.

๐ŸŽ‰ Congratulations to our very own Melanie Kunze, CFPยฎ! ๐ŸŽ‰Weโ€™re excited to celebrate Melanie on earning her Certified Plan...
04/23/2026

๐ŸŽ‰ Congratulations to our very own Melanie Kunze, CFPยฎ! ๐ŸŽ‰
Weโ€™re excited to celebrate Melanie on earning her Certified Plan Fiduciary Advisor (CPFA) designation, further strengthening her expertise in retirement plan management. As Melanie shares: โ€œ๐ผ ๐‘‘๐‘’๐‘๐‘–๐‘‘๐‘’๐‘‘ ๐‘ก๐‘œ ๐‘๐‘ข๐‘Ÿ๐‘ ๐‘ข๐‘’ ๐‘กโ„Ž๐‘’ ๐ถ๐‘ƒ๐น๐ด ๐‘ก๐‘œ ๐‘๐‘œ๐‘›๐‘ก๐‘–๐‘›๐‘ข๐‘’ ๐‘๐‘ข๐‘–๐‘™๐‘‘๐‘–๐‘›๐‘” ๐‘š๐‘ฆ ๐‘˜๐‘›๐‘œ๐‘ค๐‘™๐‘’๐‘‘๐‘”๐‘’ ๐‘–๐‘› ๐‘กโ„Ž๐‘’ ๐‘Ÿ๐‘’๐‘ก๐‘–๐‘Ÿ๐‘’๐‘š๐‘’๐‘›๐‘ก ๐‘๐‘™๐‘Ž๐‘› ๐‘ ๐‘๐‘Ž๐‘๐‘’ ๐‘Ž๐‘›๐‘‘ ๐‘ ๐‘ก๐‘Ž๐‘ฆ ๐‘ข๐‘ ๐‘ก๐‘œ ๐‘‘๐‘Ž๐‘ก๐‘’ ๐‘œ๐‘› ๐‘๐‘’๐‘ ๐‘ก ๐‘๐‘Ÿ๐‘Ž๐‘๐‘ก๐‘–๐‘๐‘’๐‘  ๐‘–๐‘› ๐‘Ž๐‘› ๐‘’๐‘ฃ๐‘’๐‘Ÿโ€‘๐‘’๐‘ฃ๐‘œ๐‘™๐‘ฃ๐‘–๐‘›๐‘” ๐‘–๐‘›๐‘‘๐‘ข๐‘ ๐‘ก๐‘Ÿ๐‘ฆ. ๐‘‡โ„Ž๐‘’๐‘Ÿ๐‘’โ€™๐‘  ๐‘Ž ๐‘™๐‘œ๐‘ก ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘”๐‘œ๐‘’๐‘  ๐‘–๐‘›๐‘ก๐‘œ ๐‘š๐‘Ž๐‘›๐‘Ž๐‘”๐‘–๐‘›๐‘” ๐‘Ž ๐‘Ÿ๐‘’๐‘ก๐‘–๐‘Ÿ๐‘’๐‘š๐‘’๐‘›๐‘ก ๐‘๐‘™๐‘Ž๐‘› ๐‘ค๐‘’๐‘™๐‘™, ๐‘Ž๐‘›๐‘‘ ๐ผ ๐‘ค๐‘Ž๐‘›๐‘ก๐‘’๐‘‘ ๐‘ก๐‘œ ๐‘ ๐‘ก๐‘Ÿ๐‘’๐‘›๐‘”๐‘กโ„Ž๐‘’๐‘› ๐‘š๐‘ฆ ๐‘Ž๐‘๐‘–๐‘™๐‘–๐‘ก๐‘ฆ ๐‘ก๐‘œ ๐‘ ๐‘ข๐‘๐‘๐‘œ๐‘Ÿ๐‘ก ๐‘๐‘™๐‘–๐‘’๐‘›๐‘ก๐‘  ๐‘–๐‘› ๐‘กโ„Ž๐‘Ž๐‘ก ๐‘Ž๐‘Ÿ๐‘’๐‘Ž.โ€ Her commitment to continued learning helps ensure that our clients feel confident and supported every step of the way. ๐Ÿ‘ Well done, Melanie!

Happy to represent the financial services industry today at the University of Wisconsin-Stevens Point for their annual h...
04/10/2026

Happy to represent the financial services industry today at the University of Wisconsin-Stevens Point for their annual high school career fair. Many students we met with admitted they did not exactly know how to break-into a career in business or finance. Today, our client concierge Daisy spoke with over 300 students on how to get started in such a career, and also discussed our current job shadowing and intership opportunies for students.

We will be closing early tomorrow, Friday, April 3, at 12:00 PM NOON, in observance of Good Friday.
04/02/2026

We will be closing early tomorrow, Friday, April 3, at 12:00 PM NOON, in observance of Good Friday.

Address

Spencer, WI

Opening Hours

Monday 8am - 12pm
1pm - 5pm
Tuesday 8am - 12pm
1pm - 5pm
Wednesday 8am - 12pm
1pm - 5pm
Thursday 8am - 12pm
1pm - 5pm
Friday 8am - 12pm
1pm - 3pm

Website

Alerts

Be the first to know and let us send you an email when Financial Clarity by Design posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Clarity by Design:

Shortcuts

Share

Category