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Lon Lederman & Jared Arn

1015 1st Center Avenue
Brodhead, Wisconsin 53520

(608) 897-3015

When Do You Need a Will? Ready for Retirement? Estate Management 101

Understanding Today’s Financial Environment

Welcome, we’re Lon Lederman and Jared Arn, financial professionals in southern Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (608) 897-3015.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Historical Inflation

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Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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An Inside Look at Retirement Living

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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