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Exciting News!
Intelligent Investing with Pamela Otten, The Financial MomTM, a weekly internet radio show especially for women, is now broadcasting every Wednesday from 5:00 - 6:00 pm Central! Click here to listen to the show. Call in or use the live chat for your questions, comments, or stories - I will talk about almost anything if you can give me a great story about how it relates to your finances!
All shows are podcasted and available for later listening right here , or you can even download any show to your Ipod from ITunes! Sign up now in the right column below to receive weekly announcements of radio show topics.
Experience the Benefits
I am an independent LPL Financial Advisor. What this means is my interest stands in line with your goals. I provide personalized investment advisory services to successful business owners and entrepreneurs.
When you work with me you will experience the difference it makes to have a knowledgeable Financial Advisor who truly understands you and cares about helping you work toward your goals. Experience the benefits of a more personalized approach to financial planning and investing.
My investment approach is based on Modern Portfolio Theory, which includes more than 50 years of academic research and Nobel prize-winning economics. Part of my job is the ability to educate my clients on the basics of financial planning and investing.
Kingdom Advisors
I am certified as a Qualified Kingdom Advisor. Kingdom Advisors exists to engage, equip, and empower Christian financial professionals to communicate Biblical wisdom to their clients, apply professional principles in their practices, and live out their faith in their market place for Kingdom impact. It is exciting to fully integrate Biblical beliefs with my investment philosophy.
Personalized Financial Planning
Feel like your financial plan is a cookie cutter approach? I will customize your portfolio based on your specific needs to make sure that you have the proper investments working for you. Contact me today for a free consultation.
Become a Client
Interested in becoming a client of Pamela Otten and McKenzie Financial Services? If so, it's easy. Read more to find out how to become a client. If you are ready to get the process started, contact me to begin your free consultation.
Let Pamela Otten manage your investments today. Call (920) 892-4510 to schedule an appointment or request further information.
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McKenzie Financial Services LLC, 2323 Eastern Avenue, Plymouth WI 53073
Phone: 920-892-4510 Toll Free: 888-892-4510
Disclaimer:
The LPL Financial Advisor associated with this site may discuss
and/or transact securities with residents of the following states: WI
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