Josh Kettleson's Contact Details

Josh Kettleson's Company Details

Midland Financial Advisors, Inc.

Delafield, WI, US • 5 - 9 Employees
Financial Services

Our PhilosophyOur strength is in our attention to detail.At Midland Financial Advisors, we integrate it into our holistic approach to wealth management. Let us focus on the complex details of your financial life, so you can enjoy life's other priorities.Advice and service.We're your go-to advisor. We have a high degree of knowledge and are prompt in responding to your needs.Choice and guidance.It's our role to make you aware of all available choices without any compensation bias. We strive to educate you fully, so you can make your own decisions and retain the greatest level of personal control over your situation.Depth and breadth of service.We want you to have complete comfort in our relationship so that you're comfortable discussing any topic, ranging from your personal financial situation to your day-to-day challenges and joys.Comprehensive financial planning.We put all your resources together into one straightforward, comprehensive financial plan. Voluminous binders and color graphs make for an impressive display, but your financial plan needs to truly work for you.Portfolio management.Our primary focus within our investment strategy is to help you select the most appropriate portfolio balance—focusing most directly on your personal risk/return preferences—and striving to maintain that balance at all times. By utilizing best-in-class investments with the lowest reasonable cost structure, consistent re-balancing according to your strategic asset allocation guidelines.An SEC Registered Investment Advisory Firm