MAKE THE BEST CHOICES FOR ALL OF YOUR PERSONAL AND BUSINESS PLANNING NEEDS

WEALTH MANAGEMENT

Taking an independent, value-based approach to guide you through your financial wellness journey.

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INSURANCE

Protecting your family or business.

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At Hausmann-Johnson Bauch Financial we focus on planning for your future and insuring for the unexpected. Based in Madison, WI, our financial experts provide both consultation and advice on the topics of Wealth Management, Employer Sponsored Retirement Plans, and Insurance.

HJB Financial is an independent team focused on providing an unbiased outlook to help you make the best choices for all or your business and personal needs. Our independence allows us to find suitable options available in the marketplace — eliminating any conflicts of interest.

HJB FINANCIAL - WHAT WE DO

WEALTH MANAGEMENT

  • Portfolio management
  • Financial planning
  • Estate planning
  • Retirement planning
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EMPLOYER-SPONSORED RETIREMENT PLANS

  • 401(k) and Profit Sharing Plans
  • 403(b) ERISA Plans
  • Retirement Plan Design
  • Investment Selection & Monitoring
  • Fiduciary Services
  • Employee Education
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INSURANCE

  • Personal life insurance
  • Key person protection
  • Buy/sell funding
  • Long-term care insurance
  • Disability income insurance
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