Investment Management Services :

Googins and Anton Inc. is a Madison area wealth management company registered with the Securities and Exchange Commission. We are credentialed (licensed) financial advisory specialists with over 50 years of combined experience.

We help to create, manage and maintain your wealth. We take pride in working one-on-one with clients -- listening, educating, and wise decision-making.

We provide comprehensive strategies for individual portfolio management. Our goals are the same as yours: maximize your assets, enhance your quality of life, obtain your financial goals, have confidence in your finances.

Whether your assets are in cash, stocks and bonds, collateralized securities, mutual funds, reits, fixed or equity-index annuities, variable annuities, life insurance, government bonds, certificates of deposit, or real estate, we’ll work together to manage your portfolio to achieve individual aspirations.

Googins and Anton offer a vast range of expertise in these areas:

Investment Portfolio Design and Monitoring Strategic Asset / Wealth Management Small Business Retirement Plans 401k/IRA Rollovers Estate Planning Lifestyle Planning – Weddings, 2nd Home, College Educations Creating Your Retirement Income Income Tax Planning Financial Planning Insurance Planning

Investment Portfolio Design and Monitoring

Our goal is simple: to help make you money – for retirement, college funds, second homes, whatever your goals. Personal investment portfolio design and monitoring is the cornerstone of a profitable portfolio, and it’s exactly what we do. We start by listening. We’ll spread your finances across investments that are carefully researched; we’ll closely monitor market trends to offer you effective, calculated risks. Our approach is long-term and as your life and circumstances change, so does your portfolio.

Strategic Asset / Wealth Management

Googins and Anton is a wealth investment management company with over 50 years of experience. We’ve worked with all types of professionals in the greater Madison, Wisconsin area. Investing is different for everyone. We start by listening to you and learning about your goals, outlooks, risk-taking tolerance, and long-term needs.

We’ll analyze your current investments, find new investments options, and work hard towards minimizing estate and income taxes (short and long term capital gains, qualified dividend income, tax free income, use of charitable remainder and other estate planning trusts.) Most, of our clients have a five-year investment time horizon.

Small Business Retirement Planning

We can help small business owners move through the process of intelligently leaving your company in position to prosper without you -- without sacrificing your own financial needs. Our planning helps business owners set, sort through, and achieve their objectives. We enable owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.

401k/IRA Rollovers

Our expert advice will help you save for retirement strategically. If you change your job or retire, we’ll transfer and rollover your IRA into a new account that allows you greater flexibility and control over your assets and your destiny.

Estate Planning

Estate Planning is an important part of your financial life. Googins and Anton will walk you through the important pieces needed to make up your current estate plan and help you work with your attorney. We identify the items you need, including your Last Will and Testament, Medical and Financial Powers of Attorney, Living Wills and Revocable Living Trusts. We are available as a sounding and advising board as your estate needs change.

Lifestyle Planning – College Funds, Weddings, Second Home Like everything we do, our lifestyle planning approach demands we understand your unique situation. Every family is different. With your input, facts, and aspirations, we’ll review your present financial assets and use sophisticated techniques to project your financial future. We do this to help you get to where you want to be.

Creating Your Retirement Income

Setting a goal is the most important aspect of benefiting from our retirement planning services: your goal determines the amount of money you need to have to ensure that you continue to enjoy a comfortable, retired life. Your goals will direct us in identifying necessary rates of return, savings and contribution amounts required for goal attainment. We provide a cash flow analysis that demonstrates how you are reaching your goals. Once we know about you, we can show you what you need to do – clients who have followed our advice over time are amazed with the resources they have in retirement.

Income Tax Planning

Googins and Anton’s income tax planning services will help reduce, affect the timing of, or shift current / future income tax liabilities for you. Our recommendations are based on minimizing your overall income tax liability AND fulfilling your overall financial planning goals with minimal tax consequences.

For our clients, we offer consultation on income, estate and intangible tax saving strategies, planning for distributions from retirement plans, maximizing tax deductions and exemptions, and considering techniques such as the Generation Skipping Transfer Tax exemption and the use of life insurance to offset tax liabilities.

For businesses, we offer advice on establishing and administering qualified retirement plans, and planning for distributions from corporations and partnerships.

Insurance Planning

Reaching financial goals involves protecting your assets as well as managing them. Our insurance planning services provide a balanced and customized approach to asset and risk management. In an investment portfolio, it’s smart to diversify risk; the same is true for insurance. We’ll help you consider options to protect your family, business and assets.

• Disability Insurance
• Medical Insurance
• Life Insurance
• Long-Term Care Insurance