Fox Valley Wealth

HistoryJan Marcellis Picard is a financial strategist with over 30 year of experience in the financial services industry. Her focus is on helping clients reach their financial goals safely. Her areas of expertise are in wealth accumulation, estate protection and guaranteed income for life. Jan spent many years as an adviser in both the insurance and securities arenas. She worked for two major insurance companies and spent more than a decade as a Financial Consultant for several banks including Associated Bank and Chase Bank. In 1996, Jan left corporate America to open her own company which for years was known as Marcellis Financial Management. She has first-hand experience on how money works and eagerly shares that knowledge with her clients. By offering clients consistency, integrity, and genuine concern, she has earned a reputation as a trustworthy adviser and friend. Jan resides with her husband Rick in Oshkosh, Wisconsin.SpecialtiesOur Mission: To provide our community, clients, families, and friends with the highest level of personal and business financial planning available. We will work to create a compelling, goals exceeding individual plan utilizing unique strategies and initiatives that generate measurable results. Our fundamental core values of honesty, loyalty, and integrity will help create meaningful long-term benefits. Our passion for innovation, research, technology, education, vision, and ethics will work in synergy while creating

Financial Architects is a financial services firm based in Oshkosh, WI, specializing in providing personalized wealth management solutions to individuals and families. With a focus on long-term financial planning, their team of experienced advisors offers comprehensive investment strategies and retirement planning services to help clients achieve their financial goals. Generated from their business information

With network representatives in more than 300 offices in the United States, The Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries. It provides a range of financial security solutions by using insurance and investment products. The Northwestern Mutual Financial Network operates through independently managed field offices. It offers education funding, asset and income protection, personal needs and estate analysis, and long-term care, retirement and business solutions. In addition to mutual funds and trust services, The Northwestern Mutual Financial Network provides estate and financial planning and investment advisery services, as well as annuities and disability and life insurance. It offers Strategic Employee Benefit Services, which is a nationwide group marketing program that provides specialized services in the employee benefits arena. The network s special account services for individuals with NMIS accounts include dividend reinvestment, account protection, direct deposit, online account access, check writing privileges and electronic transfers. It offers a variety of individual planning services ranging from college education funding to IRA solutions. Ranked among the World s Most Admired Companies by the FORTUNE magazine, The Northwestern Mutual Life Insurance Company has more than 3 million policy owners.