Contact Us
The First Step Is Always the Hardest
A Conversation Is All It Takes.
Most people wish they’d started planning sooner. The good news? Today is the perfect day to begin.
Whether you’re building a retirement plan, reviewing your business strategy, or just want clarity on where you stand, we’ll help you take the next right step.
No pressure. No sales pitch. Just a straightforward conversation about your goals and what makes sense for you.
How To Reach US
Address
Revolution Wealth Services
9312 Bernie Lou Drive
Hazelhurst, Wisconsin
Call/ Text
Phone: (715) 892-9258
Secure Text: (715) 256-8009
Hours
Mon – Fri: 8 AM to 5 PM
By appointment
Mon – Fri: 8 AM to 5 PM
By appointment
Book a secure virtual consultation from wherever you are.
What Happens in Your First Meeting?
We keep it simple. Here’s what to expect:
We listen. You’ll share where you are, what’s working, and what keeps you up at night.
We clarify. We’ll ask questions to understand your goals, timeline, and priorities.
We outline next steps. If we’re a good fit, we’ll show you exactly what working together looks like. No surprises.
Most people leave their first meeting with more clarity than they’ve had in years. Even if you’re not ready to move forward, you’ll walk away with a clearer picture of your situation.
Already Know You Want to Move Forward?
Let’s get started.
Bring these items to your first meeting:
- Recent tax return
- Investment account statements
- Current insurance policies
- List of financial goals and concerns
Don’t have everything? That’s fine. We’ll figure it out together.