Investment Designers Inc

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Scott is a native of southeastern Wisconsin, and attended UW-La Crosse, graduating with a Bachelor of Science in Finance and a concentration in risk management and insurance. After graduation, Scott worked for an insurance company selling benefit packages to small business owners. Scott moved back to the Milwaukee area with his wife Diane in 1993, and settled in Germantown. Scott started his financial advisory career with Robert W. Baird, where he worked with businesses and individuals, providing full service, individualized investment portfolios.

The Timeframe Bucket Strategy: This approach creates buckets based on different timeframes and assigns investments to each. For example: 1-5 Years: This bucket may be filled with cash and cash alternatives, such as money market accounts. This bucket funds your near-term expenses. Money market funds are considered low-risk securities but they are not backed by any government institution so it’s possible to lose money. Money held in money market funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.

Time to Learn Financial Responsibility Your child will need spending money. You may want to provide a debit card attached to an account that has a set sum for the full semester, or one that’s refreshed with monthly deposits. College is a perfect time to learn budgeting. Take the Lead from Your Child Let your child have the discretion to make decisions about what to bring. However important you think a dust skirt for the bed is, try to avoid fiats. Let your child make a mistake. It’s the best way to learn. Your child will likely send signals when it’s time to go. Listen to them.

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

Ben grew up in Janesville, WI and moved to the Fox Cities in 2005. He attended UW-Green Bay and earned his Bachelor's degree in Business with an emphasis in Management. He continued his work in the sales industry through college. It was there that he discovered early on his passion for assisting others. After graduation, he decided to take that passion and implement it into a financial advising career. Everyone's economic and life situation is unique, and he keeps that in mind when providing financial advice.

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