Family Financial Matters

Develop a Financial Plan for your Family

Family Financial Matters

Develop a Financial Plan for your Family

At some point, your family might face a financial difficulty.


It could be a divorce, an unexpected illness, care of a spouse or elderly parent, death or disability of a spouse, or another equally challenging circumstance. Stress and financial strain often follow. While you can’t always plan for life’s contingencies having a flexible financial plan can alleviate some of the financial stress.

Your local Mutual Financial Group consultant can work with you to develop a flexible financial plan to help prepare you for life’s uncertainties.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin and Minnesota.