Become A Client

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Mission

To help women set and reach their financial goals, and educate women to become confident investors, so they are able to to do more charitable giving to expand God’s Kingdom.

Services

I provide financial planning, investment advice, and investment management, for women business owners and entrepreneurs, and women in transition due to job change, death, or divorce.

These are more specific areas I can assist you with:

  • Retirement Planning
  • Investment Portfolio Analysis
  • Asset Allocation
  • Company Plan Rollover
  • Company Plan Analysis
  • College Savings Planning
  • Business Succession Planning
  • Charitable Giving Planning
  • Wealth Transfer Planning

Become a Client

I know it can be hard trying to find the right Financial Advisor to work with. Becoming a client is easy.  An initial meeting to determine how I can help you is always free of charge, and there is no obligation.

At our first meeting, I will talk to you about your goals and objectives. I will look at your current investments, and assess any issues which may have been leading to underperformance. I will tell you to do nothing if doing nothing is the right thing to do.  Sometimes changes do need to be made.  In that case, we will talk about options on how to proceed.

My goal is to help you understand and become more confident about your investments, so you can take control of your financial future.

To set an appointment, please call 920-459-8933, and I will give you a list of things to bring in for your first meeting.  I look forward to meeting with you!  Contact me today to find out more.

Financial Planning, Investment Advice, and Investment Management are provided through Pamela Otten LLC, Registered Investment Advisor

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