Financial Planning Tools

Financial Planning Tools

financial tools to help you work towards your goals.


Whether you’re saving for retirement, a major purchase, or higher education, Mutual Financial Group can help. With our financial planning tools, you can assess if you are on track towards meeting your financial goals. If you need guidance, we have financial consultants across the state ready to help you work toward pursuing your goals. Contact your local financial consultant today to learn more.

Securities and advisory services offered through LPL Financial, a registered investment advisor. 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.