LOTUS ADVISORS

We are here for you during the good times...and the not-so-good times. We can help you decide how much it takes to feel financially independent, how much to put toward your goals, and how much you want to leave as a legacy... Our referral-based practice is located in Portage, Wisconsin (just north of Madison). Many of our clients are from Wisconsin Dells, Baraboo, Rio, Stevens Point, Wausau and the Madison area... Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

Primary location: Portage United States