Insurance Services
Protect What Matters Most
At Dottenwhy Financial Group, we understand the values that define Wisconsin--family, hard work, and financial responsibility. Whether you’re running a small business in Milwaukee, farming near Green Bay, or preparing for retirement in Madison, we help you build protection that truly fits your life.
We offer life, health, disability, and long-term care insurance tailored to your unique needs and budget. Our goal is simple: to help you safeguard what matters most while minimizing cost and maximizing peace of mind.
Life Insurance
Life insurance provides the foundation for your financial strategy. It ensures your loved ones are protected and your legacy endures. We help Wisconsin families determine whether term or whole life best meets their goals, covering expenses such as mortgages, education, or final costs.
You don’t have to be wealthy to leave a legacy. Life insurance helps you protect your family, support aging parents, or fund charitable giving--without leaving a tax burden behind.
Health Insurance
Healthcare access and affordability are top concerns across Wisconsin. Whether you need individual coverage, family plans, or Medicare supplements, we guide you through every step, ensuring you get quality care without overpaying.
We also help small business owners and self-employed clients structure group and private health plans that offer competitive benefits while protecting profit margins.
Disability Insurance
Protect your paycheck—the foundation of your financial stability. If you can’t work due to an illness or injury, disability insurance replaces a portion of your income. We help Wisconsin professionals—from teachers to tradespeople—choose the right coverage to maintain their standard of living during tough times.
Long-Term Care Insurance
As Wisconsin’s population ages, long-term care planning is more important than ever. We help clients prepare for the cost of nursing home care, assisted living, or home health services, protecting both their independence and their savings.
At Dottenwhy Financial Group, we understand the values that define Wisconsin--family, hard work, and financial responsibility. Whether you’re running a small business in Milwaukee, farming near Green Bay, or preparing for retirement in Madison, we help you build protection that truly fits your life.
We offer life, health, disability, and long-term care insurance tailored to your unique needs and budget. Our goal is simple: to help you safeguard what matters most while minimizing cost and maximizing peace of mind.
Life Insurance
Life insurance provides the foundation for your financial strategy. It ensures your loved ones are protected and your legacy endures. We help Wisconsin families determine whether term or whole life best meets their goals, covering expenses such as mortgages, education, or final costs.
You don’t have to be wealthy to leave a legacy. Life insurance helps you protect your family, support aging parents, or fund charitable giving--without leaving a tax burden behind.
Health Insurance
Healthcare access and affordability are top concerns across Wisconsin. Whether you need individual coverage, family plans, or Medicare supplements, we guide you through every step, ensuring you get quality care without overpaying.
We also help small business owners and self-employed clients structure group and private health plans that offer competitive benefits while protecting profit margins.
Disability Insurance
Protect your paycheck—the foundation of your financial stability. If you can’t work due to an illness or injury, disability insurance replaces a portion of your income. We help Wisconsin professionals—from teachers to tradespeople—choose the right coverage to maintain their standard of living during tough times.
Long-Term Care Insurance
As Wisconsin’s population ages, long-term care planning is more important than ever. We help clients prepare for the cost of nursing home care, assisted living, or home health services, protecting both their independence and their savings.
CASE STUDY: GREEN BAY SMALL BUSINESS OWNER, AGE 50
David, a self-employed contractor, wanted to ensure his family and business were protected if something happened to him. He also wanted a plan for potential healthcare costs later in life.
We helped him:
We helped him:
- Secure life insurance for immediate protection and to start earning cash value.
- Add a disability policy that replaced 60% of his income.
- Implement long-term care coverage funded partly by business deductions.
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