Together We can create a plan for the future you want

The Palm Financial Group Michael G. Palm, Kirk M. Hager, Matthew M. Palm, Nicholas S. Palm, Michele R. Dahlk

From left to right:
Mike Palm, Matt Palm, Michele Dahlk, Kirk Hager & Nick Palm

The Palm Financial Group


phone

608-831-8677



phone

855-239-1350





address

8020 Excelsior Drive
Suite 400
Madison, WI 53717



Understanding your life and what you want to accomplish is important to how we work together. UBS Wealth Way is an approach we take that starts by focusing on what’s most important to you. Then, we can organize your financial life into: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. The clarity it provides can help you stay focused on your long-term goals, no matter what the markets are doing. See how.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Building an investment plan

Building an investment plan