Cindi Ritcey Fox, Financial Adviser
My Core Values as a person and a professional.
1) Work with Integrity
2) Stay out of my comfort zone
3) Have pride in what I do
4) Work as a team
5) Be results based
6) Live life with Balance
7) Have FUN! After running a successful Corporate Benefits Planning Agency from 1990-2006, plus cross marketing into the financial planning world, I found my true calling in teaching financial wellness
10/11/2024
I’m proud that my long term philanthropic involvement and leadership with Children's of WI resulted in a $25,000 Community Impact Grant from .
08/30/2022
Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.
Retirees remain confident despite inflation impacting short-term budgets. New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.
08/18/2022
While nobody knows when or if a recession might happen, it may be wise to start preparing by looking at how it could affect your retirement savings.
What Does a Recession Mean for Your Retirement? The U.S. economy shrank for a second straight quarter, which has renewed many Americans' concerns that a recession could be coming.
09/27/2021
I am so honored to have received a $25,000 Community Impact Grant for Children’s Hospital while working as one of Dairy Cares Co-Chairperson. Most of all, I am excited to announce that I reached my personal goal of $1 Million Dollars to local charities of Fox Valley before I turned 60!
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1760 American Drive
Appleton, WI
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |