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Recognized as a 
Top Advisor by PLANSPONSOR Magazine
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Recognized as a 2015 "Best in Class" 401(k) plan by PLANSPONSOR Magazine
 

 


 


News

ERISA Fiduciary Update 2017 | 5/9/2017
 

Join Francis Investment Counsel and peers from the Appleton area as we review ERISA fiduciary duties and discuss trends and best practices in a special educational event.

Get more details and register here.


Where do 'best practices' come from? | 5/8/2017
 

Staying on top of a changing industry is challenging. Francis Investment Counsel's founder, Mike Francis, talks about some of the Firm's strategies for staying ahead.

Read more here.

Age Milestones | 5/3/2017
 
 

There might not be a magical age when it's right to retire, but there are milestones along the way.

 

Learn about them in the latest video blog.

Window Guard | 5/1/2017
 

Francis Investment Counsel's Cliff Dunteman discusses how to limit the potential risks of brokerage windows.

 

Read the full article here.