"I strive to help my clients achieve their retirement and insurance goals...
As an independent agent, I'm able to do this by providing education of the options available to you, which allows you to make an educated decision on the products that can help you most.
I have 21 years of experience in helping my clients try to achieve their goals. I help them put a plan in place, not only for retirement planning, but also for estate planning."
- Don Suckow
How Suckow Financial Exceeds Your Goals
At Suckow Financial, we operate on a few core principles to exceed your financial goals:
We treat you like family;
Relationships are important. Building a long term relationship and understanding what your true financial goals are in life.
If we wouldn't personally use a product, we don't recommend it to you.
If you're just entering the job market, looking to retire, or trying to maximize your retirement plans, we're here for you every step along the way.
Here's what we cover to help you achieve your goals and dreams:
The first stage starts with Don sitting down and chatting with you to get to know you on a personal level and discover your financial goals.
Step Two
Plan of Recommendation
After the financial goals are discovered, a plan of recommendation is created.
Step Three
Review Plan & Next Steps
The custom plan gets reviewed and a decision to move forward is needed.
Step Four
Start Plan of Recommendation
After the plan is accepted, Don will start the behind the scenes work.
Step Five
Save For Retirement
Don will plan milestones and contact you to review your portfolio with you.
Get To Know Donald Suckow
How Suckow Financial Partners Came To Be
In 2008, Don Suckow and his fellow representative Mike Mech joined forces to start Mech and Suckow Financial Partners. This venture was to start with Woodbury Financial Services, (now known as Osaic Wealth Inc.) who is the Broker Dealer they chose to work through. They enjoyed a successful partnership for nearly 10 years until the sudden and surprising passing of Mike in 2018. Don has continued the business as Suckow Financial Partners to this day and has enjoyed his 18 years in the industry.
A Little Background About Donald Suckow
Don was been born and raised in the Sheboygan area. He graduated from Sheboygan South High School and went on to attend UW Sheboygan and UW Madison. Don currently resides in Plymouth with his wife Sara of 21 years and their two sons Donovan and Davis who are both attending UW Oshkosh.
Don has several interests outside of work. He enjoys Golf, Fishing and Bowling as much as he can. He also likes to expand on his creativity with woodworking projects and crafts. Don is the extreme family man and spends time researching his family genealogy.
As an independent agent - Suckow Financial is not tied down to one company's offerings but rather can offer numerous best deals and offers for people. Here's a small example of the variety of partners used to get you the best policies.
Finra Series 63 is simply - a state law and regulations certification that is required for the individual to have the ability to solicit the purchase or sale of Securities products within a State such as:
Bringing the requested information will help answer any questions you have and start discussing some options to prepare for your future.
Current investments most recent statements that you want to discuss.
Your Social Security estimated benefit statement if available.
Information about your Life Insurance Policies or the policies themselves.
Information about your Long Term Care policies or the policies themselves.
Information about your Disability Insurance policies or the policies themselves.
Your monthly budget totals of outgoing funds.
Your monthly income coming in the home.
Get In Touch
We're confident we can offer you the best service and products to fit your individual needs. We always start with a free consultation to help you get started.
Registered Representative Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
