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Connect with a Local Fiduciary Advisor – Secure Your Wealth Today!

Protect your Retirement savings from market downturns with strategies designed to minimize risk while securing your financial future and ensure long-term financial security. 👉 Schedule your complimentary consultation below - Or Call Today 920-730-9620!

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or Online — Your Choice
5107 N Ballard Rd, Appleton, WI

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401(k) & IRA Rollover Guidance

Seamlessly transition your retirement accounts while avoiding costly mistakes.

Downside Protection Plan

Minimize market volatility while keeping your assets growing securely.

Income You Can’t Outlive

Ensure steady retirement income, even in uncertain markets.

Tax-Efficient Investing

Keep more of your hard-earned money with smart tax strategies.

Get Your Complimentary Retirement Protection Plan

✅ Personalized Retirement Planning – Work with a local fiduciary who prioritizes your best interests.
👉 Schedule a complimentary consultation today!

*Spaces are limited due to scheduling availability

*Our retirement strategies work best for those with investable assets of at least $250k+

*Claim $1,000 off of your Personalized Planning, Free, When You Schedule Your Call Through This Link!

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Client Testimonials

"Julie and Jordan have been vital in securing our family's financial future. They understood our needs from the start, offering expert guidance every step of the way. Thanks to them, we now have more time to enjoy with our grandkids."

Kathy Client
Happy Client and Retiree

"It's been months since our first meeting with the Jordan and the team, and we couldn't be happier with how seamlessly they handled our investment transitions. They did a deep dive into my taxes and helped me plan for savings I never knew about from my previous advisor."

Chad Client
Happy Client and Retiree

"Jordan it was very much appreciated. We received both COF insurance checks. Thank you sincerely for your help in this matter."

Jim Client
Happy Client

"The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Jordan and the team are only a phone call away."

Stephanie Client
Happy Client

Next Steps

Schedule Your Complimentary Retirement Planning Consultation

Schedule Your Complimentary Consultation
Let's dive deeper into your unique financial situation. In this one-on-one meeting, we'll discuss tailored strategies to help you protect your wealth, minimize taxes, and secure a more confident future. Please provide your current statements for all of your accounts so we can create a tailored plan based on your needs.
Create a Custom Plan
After our consultation, our team will build a personalized financial plan designed to help you achieve your goals and navigate upcoming tax changes, giving you peace of mind every step of the way. We will present the plan to you at the second meeting and you will decide on what changes you would like to implement.
Ongoing Support and Strategy Adjustments
Financial planning is an ongoing journey. We'll regularly review your plan and make adjustments as needed, ensuring you stay on track and continue to meet your financial goals, no matter what life brings.
Claim Your Free Retirement Protection Plan – Book a Call Today!

Schedule Your Complimentary Call

Your Elite Advisory Team – 85 Professionals, 500+ Years of Combined Experience

Jordan Cassiani, AIF®

Investment Advisor

jordancassiani@osaicwealth.com

Education & Credentials Jordan likes to say he started in the business at age two, and there’s some truth to that. He was featured in one of his dad’s estate planning brochures as a child and grew up helping around the office with...

Julie Cassiani

Financial Advisor

juliecassiani@legacyinvestmentsonline.com

As an Investment Advisor Representative, Julie provides customized client investment solutions and independent professional services to her clients. As an Investment Advisor Representative, Julie provides customized client investment...