WE HELP PLAN FOR YOUR UNIQUE GOALS

INDEPENDENT, FIDUCIARY ADVICE.

We are a completely independent financial advisory firm that puts you first. As a fiduciary, we are legally obligated to put your best financial interests above all else when we give you recommendations and advice. We wouldn’t want it any other way!

VALUES AND INTEGRITY.

The foundation of any relationship with our clients. Those we choose to work with expect us to guide them and their families through an ever-changing retirement landscape, telling the truth about where they really are and the challenges they may face, and doing what we say we will do.

PERSONALIZED PLANS.

You must know where you are going and have a plan to follow. The challenges retirees face today can’t be addressed by rules of thumb or by what “they” are doing. Retirement is a journey and not a destination one perfectly just arrives. Retirement is yours and you only get one shot, make it count!

VALUES

Our core values are: (1) Family. We are deeply committed to family values, helping to create and protect the foundation for your quality of life. (2) Respect. We show respect by understanding each family has its own strengths, experiences and vision for what tomorrow may bring. (3) Trust. Trust is sacred and must be earned. (4) Optimism. We choose to look at the world in a positive light and have faith that the future will be bright, but we also plan for any eventuality. (5) Diligence. Every promise made will be fulfilled, because it matters.

MISSION STATEMENT

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and solutions custom designed to help you reach your goals.

"“If you don't know where you are going, you'll end up someplace else.”"

― Yogi Berra

Our Philosophy

We believe that in any area of life there are certain fundamentally important relationships that lead to success. Whether they are personal, scientific, or stock market related, these relationships when brought together tend to increase the probability of success. The clients we serve the best are savers, builders, and investors. They have an appreciation for professional advice and are people who are about their family and have a passion for the goals they want to achieve in their life and/or legacy.

MEET TODD COUR, FOUNDER

Todd Cour

Todd Cour

Founder

“We live in a world of unlimited information and choices that come at us 24/7! How do you save and do more with what you have? How do you align your financial decisions toward a common goal; creating a reliable and secure retirement? How do you learn which factors you can control and which ones you can’t in order to focus on what matters? Your money is a valued resource and must be treated as such so that you can pursue those things that are nearest and dearest to your heart, whatever they may be. I take my role as a fiduciary very seriously because you need an independent voice free of the politics, financial products, and media articles…most of which is really just advertising in disguise.”

Contact us today for a complimentary consultation.

IN THE NEWS

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Client Login

Clients of Cour Financial LLC have the capability to view all of their accounts, in one view, at any time. Knowing where all of your investments are located, having access to various up to date reports, as well as how those accounts are performing are part of helping you monitor your progress toward your goals.

Quick Client Login

Available Custodial Platforms

One important aspect of being independent is access to high-quality custodian relationships…and we work with one of the best!

 

Riskalyze

Our Risk Number™ technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. With your Risk Number™, we can engineer the risk in a portfolio to fit your unique and individual risk preference and meet your expectations with a 95% mathematical confidence.


Come and Work with Us

Contact us for your complimentary consultation and discover how we can help you.

 CONTACT US

Cour Financial LLC

478 East Grand Avenue Suite 202
Wisconsin Rapids, Wisconsin 54494

Phone: 715-423-9505

Fax: 715-423-9405

E-mail: info@courfinancial.com