FirstPlan Financial
Kevin Woldt, Owner/Broker
Our mission is to listen to our clients' needs and meet them with the highest quality financial services available in the industry. We are committed to helping you achieve your financial goals through personalized planning and sound investment strategies.
Financial Services
We offer a comprehensive range of financial planning and investment services tailored to your individual needs and goals.
Retirement Planning
Develop a personalized retirement strategy to help ensure financial security and peace of mind for your future.
Investment Management
Professional portfolio management and investment advisory services to help grow and protect your wealth.
Insurance Planning
Comprehensive insurance solutions to protect you, your family, and your assets from life's uncertainties.
Estate Planning
Strategic planning to help preserve your wealth and ensure your assets are distributed according to your wishes.
About Kevin Woldt
Kevin Woldt is a registered investment advisor and financial professional with years of experience helping clients in Wisconsin and Virginia achieve their financial goals. As an LPL Financial Registered Representative, Kevin provides personalized financial guidance and investment strategies tailored to each client's unique situation.
Ready to Get Started?
Contact Kevin today to schedule a consultation and take the first step toward achieving your financial goals.
Contact Us