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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Brent Neis & Jay Lauer offer investment advisory services through Plus Group Wealth Advisors LLC, a Registered Investment Advisor in the State of Wisconsin. Plus Group Wealth Advisors LLC and its advisors do not render tax, legal, or accounting services. All investments are subject to market risk, including the possible loss of principal. Information provided in this website is for informational and educational purposes only.

Insurance products and services are offered through independent agents Brent Neis and Jay Lauer, affiliated companies. Plus Group Wealth Advisors, LLC and independent insurance agents Brent Neis and Jay Lauer are not affiliated with or endorsed by the Social Security Administration or any other government agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Plus Group Wealth Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The inclusion of any link is not an endorsement of any products or services by Plus Group Wealth Advisors LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Plus Group Wealth Advisors LLC, nor any agency, officer, or employee of the Plus Group Wealth Advisors LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Check the background of this financial professional on the SEC Investment Adviser Public Disclosure website.

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