Getting to Know You
We know that financial planning is not one-size-fits-all. That’s why our top priority is understanding your unique financial philosophies, investment goals, and vision for the future. Our initial conversation is designed to build a foundation for a tailored strategy that aligns with your needs.
We guide this discussion using a simple yet powerful three-step approach:
Where am I now, and where do I want to be?
We assess your current financial situation, goals, and aspirations to establish a clear starting point.
How do I get there?
Together, we develop a personalized road map, identifying the best strategies to bridge the gap between where you are and where you want to be.
How do I stay on track?
Financial success is a journey, not a one-time event. We create a plan for ongoing monitoring and adjustments to ensure you remain aligned with your goals.
Our Approach
No matter where you are in life, we’re here to support you on your financial journey. After our initial discovery meeting, we’ll work together to determine the best approach for your unique situation.
1. Transactional Model
If you prefer to take an active role in your investments, we provide the expertise and execution to support your vision. In this model, you bring your ideas, and we help you implement them—offering professional guidance and recommendations as needed. Our advisors are compensated through commissions on product sales and trades, ensuring you receive expert insight while maintaining full control over your investment decisions.
2. Fee-Based Planning Model
For those seeking a more structured, long-term strategy, our fee-based approach offers personalized, fiduciary-driven portfolio management tailored to your goals and risk tolerance. As fiduciaries, we are legally and ethically committed to acting in your best interest—ensuring that every recommendation is made with your financial well-being as the top priority.
You’ll collaborate with your advisor to build and maintain an investment strategy that aligns with your financial objectives. Once your portfolio is in place, you can choose to stay actively involved in its management or entrust our team to oversee it on your behalf.
Our fee-based structure compensates advisors based on a percentage of the assets we manage—not on the number of transactions. This ensures our focus remains on growing and protecting your wealth, rather than generating sales, aligning our success with yours.
Whichever approach you choose, our commitment remains the same—helping you navigate your financial future with transparency, integrity, and confidence.
Jordan Parkin - Financial Advisor
Licenses: Series 66, 7TO
With four years of experience as a financial advisor, Jordan's passion stems from his personal journey as a trustee for a parent, where he realized the importance of financial guidance. This inspired him to become an independent advisor, focused on providing personalized support. For Jordan, the most rewarding part of his work is seeing clients achieve financial clarity and success. His goal is for every client to leave feeling relieved, confident, and equipped with a clear plan for the future.
Phone: (920) 759-5270 | Email: jparkin@moneyconcepts.com
Tyler Neuman - Financial Advising Associate
Licenses: Series 66, 7TO
Passionate about reducing financial stress and building confidence, Tyler serves individuals, families, and business owners at East Wisconsin Savings Bank, through expert investment advising and insurance solutions. With over a decade of experience in personal insurance, he brings a well-rounded perspective to financial planning, helping clients align strategies with both short-term needs and long-term goals. Outside of work, Tyler enjoys fishing and spending time with family.