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John Patrick Planning Group | Employee Benefits • Insurance Planning • Financial Strategies

Thank you for visiting John Patrick Planning Group online! Pat Mongin, CLU, LUTCF, and John Wheeler, CLU, ChFC, LUTCF (the "John" and the "...

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John Patrick Planning Group | Employee Benefits • Insurance Planning • Financial Strategies | johnpatrickplanning.com Reviews

https://johnpatrickplanning.com

Thank you for visiting John Patrick Planning Group online! Pat Mongin, CLU, LUTCF, and John Wheeler, CLU, ChFC, LUTCF (the &quot;John&quot; and the &quot;...

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Selecting The Right Financial Advisor For You : John Patrick Planning Group

http://www.johnpatrickplanning.com/right-financial-advisor-for-you

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. Selecting The Right Financial Advisor For You. With so many different sources of financial advice, it can be difficult and intimidating to select the advisor that aligns best with both your need for financial advice and your personal style. We offer some questions for you to consider when you're selecting what is hopefully the last financial advisor you'll ever need. What's your Business/Compensation Model? Fee Only Business Model.

2

Tax Forms : John Patrick Planning Group

http://www.johnpatrickplanning.com/Library/Taxes/Tax-Forms

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. Below is a list of IRS tax forms you may view, print or save to your hard drive. You can use Ctrl F or Cmd F on your keyboard to search by code or title. Securities and advisory services offered through Harbour Investments, Inc. Member FINRA. Securities licensed in Wisconsin, Arizona, Colorado, Illinois, Indiana, Iowa, Michigan, Missouri, New Jersey, and New Mexico.

3

Tax Calendar : John Patrick Planning Group

http://www.johnpatrickplanning.com/Library/Taxes/Tax-Calendar

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. 4 - Time to Call For Your Tax Appointment. January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. 11 - Report Tips to Employer. 15 - Employer’s Monthly Deposit Due.

4

John Patrick Planning Group | Employee Benefits • Insurance Planning • Financial Strategies

http://www.johnpatrickplanning.com/homepage

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. Employee Benefits Insurance Planning Financial Strategies. Thank you for visiting John Patrick Planning Group online! We encourage you to explore our site and learn more about the services we provide. Should you have any questions, would like more information on our firm, or would like to schedule an appointment, please feel free to contact us. We look forward to hearing from you.

5

Stock Market : John Patrick Planning Group

http://www.johnpatrickplanning.com/Library/Stock-Market

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. Securities and advisory services offered through Harbour Investments, Inc. Member FINRA. Securities licensed in Wisconsin, Arizona, Colorado, Illinois, Indiana, Iowa, Michigan, Missouri, New Jersey, and New Mexico.

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Broker Dealer Firms

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Powered By Private Equity Info. Sorted by industry and. H Beck, Inc. Hall and Romkema Financial Service, LLC. Hamilton Cavanaugh and Associates, Inc. Hancock Investment Service, Inc. Hantz Financial Service, Inc. Harbor Financial Service, LLC. Harbor Investment Advisory, LLC. Harbour Investments, Inc. Harger And Company, Inc. Hazlett, Burt and Watson, Inc. Hennion and Walsh Asset Management, Inc. Heritage Benefits Investment Management, LLC. Herndon Plant Oakley Limited. Higgins Capital Management, Inc.

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John Patrick Planning Group | Employee Benefits • Insurance Planning • Financial Strategies

Call Us 920.430.7970. Selecting The Right Financial Advisor For You. Employee Benefits Insurance Planning Financial Strategies. Thank you for visiting John Patrick Planning Group online! We encourage you to explore our site and learn more about the services we provide. Should you have any questions, would like more information on our firm, or would like to schedule an appointment, please feel free to contact us. We look forward to hearing from you.

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