GOOD PLANS ARE MADE FIRESIDE
You want a financial partner who is just as intentional with protecting your future as you’ve been about preparing for it. You’ve worked too hard to settle for anything less. At Fireside Financial we provide financial planning and investment management designed to light the spark in your retirement planning. We put you and your family at the heart of everything we do, igniting financial well-being.
Why Sit Fireside?
Everybody deserves honest, easy to understand advice like they had a family member in the industry. You deserve to trust someone like you trust your son, daughter or grandchild to do what’s best for you. A person who will meet you at your knowledge level, who will help you get more organized, and will answer the questions you have like a friend.
You only get to retire once. That’s why you need a financial partner sitting fireside with you who is not only great at what they do, but is also great to work with. With more than two decades of experience, we have helped hundreds of people from all walks of life enjoy well-being in the retirement they worked so hard to earn.
We provide all the information you need to retire, not just how to manage your investments. How does healthcare work? Taxes? When should you take social security? What is the difference between medicare and medicaid? We help you answer all these questions and more, serving as an indispensable partner on your retirement journey.
I’m David Pagels, founder of Fireside Financial Partners, an independent financial practice based in Ashland, Wisconsin. I believe life shouldn’t be about work, it should be about all the things work and money can free you to do.
I know what it takes to build wealth when you don’t have a lot to spare. You’ve worked hard to prepare for your future, and that sense of purpose is what inspires and drives me to do what I do. I want to help you live your best life, free from financial worry.
You want to get the most out of your life, enjoy the things that inspire you and not worry about your money. We want exactly the same thing.BECOME A CLIENT
At Fireside Financial our doors are wide open to welcome you to a new way of looking at retirement; one that helps maximize your life experiences so you can live as comfortably as possible in the here and now.SIT FIRESIDE
