One financial team for the business you're building, the taxes you're filing, and the retirement you're planning.
Led by Chad Feucht, Feucht Financial Group brings tax, accounting, investment, retirement, estate, and insurance guidance into one coordinated relationship for families and business owners across Wisconsin and Florida.
Your finances are connected — even when your advisors are not.
A CPA files the return. Someone else manages the portfolio. A third person sold the policy. Each of them is competent, and none of them see the other two. The cost of that gap does not show up as a bad decision — it shows up as a decision no one connected.
Disconnected advice
Three professionals, three files, three partial views of the same household.
Timing that misses
The rollover happens in the wrong year. The gain lands in the wrong bracket.
One organized picture
The same team sees the business, the return, the portfolio and the plan together.
Move one piece. See what else moves.
A tax decision is rarely only a tax decision.
Where a gain is realized changes which accounts you should draw from and when to rebalance.
Bracket management today shapes how much of a Roth conversion makes sense before RMDs begin.
Entity choice and owner compensation move both the corporate return and your personal one.
Basis, gifting and trust distributions all carry a filing consequence for the next generation.
Begin wherever the question is loudest.
I own a business
Books, payroll, entity returns, a retirement plan for your team, and your own long-range plan — coordinated by one group.
I need tax and accounting support
Preparation, planning, notices and bookkeeping handled year-round, not only in filing season.
I am preparing for retirement
Rollovers, income sequencing, tax consequences, insurance and the Wisconsin-to-Florida transition.
I need investment or wealth guidance
Managed accounts and brokerage services built from a written plan and reviewed against your tax picture.
I am planning for my family or estate
Estate, trust and gift returns, education funding, beneficiary review and protection planning.
I am an existing Wright Accounting client
Your Sarasota team is the same. Here is what is now available alongside your tax return.
Leadership shaped where preparation, precision, and accountability mattered.
Chad Feucht is President and Chief Executive Officer of Feucht Financial Group. Before he led this firm, he flew and instructed in the F-16 and F-22, commanded people, engineered systems at Lockheed Martin, and managed an F-22 program and site for Boeing. Securities licensed since 1994, he brings the same discipline to a family's financial plan that those roles required: understand the whole system, prepare for what is likely, and account for what is possible.
- Series 7 and 63 licensed since 1994
- Licensed Investment Advisory Representative
- U.S. Air Force Academy, B.S. Business, Law & Economics
- MBA, Trident University
24 people. One relationship.
Five steps, in this order, every time.
- 01
Understand
Business, household, filings, accounts, coverage and intentions — gathered in one place before anything is recommended.
- 02
Organize
One picture of what exists today, including the accounts held elsewhere.
- 03
Coordinate
Tax, investment, retirement, business and protection specialists reconcile their recommendations with each other.
- 04
Implement
Filings, rollovers, plan documents, accounts and policies executed in the right sequence.
- 05
Revisit
Reviewed as the tax law, the business and the family change — not filed away.
Eight questions worth answering before the transition year.
This is a conversation starter, not advice or a projection. Nothing you select is recorded.
- Do you know, within a few thousand dollars, what your taxable income will look like in your first full year of retirement?
- Have your old 401(k), 403(b) or pension balances been reviewed together in one place?
- Do you have a written order for which accounts you will draw from first?
- Has anyone modeled Roth conversions for the years before required distributions begin?
- Have beneficiary designations been reviewed in the last three years?
- Is health coverage settled for every year between retirement and Medicare?
- Are your estate documents and account titling consistent with each other?
- If you plan to spend part of the year in Florida, has residency and multi-state filing been discussed?
0 of 8 answered.
From Lake Winnebago to the Tamiami Trail.
Fond du Lac, WI
N6687 Wrightway Drive
Fond du Lac, WI 54937-8433
(920) 921-6288
Appleton, WI
W6240 Communication Court, Suite 1
Appleton, WI 54914-8549
(920) 882-6288
Madison, WI
5315 Wall Street, Suite 280
Madison, WI 53718-7965
(608) 318-2633
Sarasota, FL
1226 N Tamiami Trail, Suite 200
Sarasota, FL 34236-2403
(941) 366-0344
Two lanes of education. One brand.
Filing requirements, payroll and 1099 deadlines, recordkeeping, notices, and what changes each season for individuals and employers.
Rollover mechanics, retirement income, education funding, estate coordination and how each one touches the tax return.
The next financial decision should account for everything it affects.
Start a Coordinated ConversationSecurities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.