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.
Plan of Recommendation
After the financial goals are discovered, a plan of recommendation is created.
Review Plan & Next Steps
The custom plan gets reviewed and a decision to move forward is needed.
Start Plan of Recommendation
After the plan is accepted, Don will start the behind the scenes work.
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 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:
Securities offered through Woodbury Financial Services, Inc. (WFS), member FINRA, SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the state of Wisconsin. No offers may be made or accepted from any resident outside the state or states referenced.