Out and About with Financial Fiduciaries, LLC

WAMICAt Financial Fiduciaries, we enjoy the opportunity to get out and meet with our valued customers in the Mutual Insurance industry. With that in mind the past two months were a flurry of activity as we took part in two important industry events.

In August, we took part in the Wisconsin Association of Mutual Insurance Companies Manager’s retreat in Madison, Wisconsin. September took us to the Paper Valley Hotel for the 101st Annual WAMIC Convention. This event was especially enjoyable as we were able to meet personally with our valued clients during an evening reception, complete with hors d’ oeuvres and open bar and entertainment in the form of the Sunday night football game featuring the Indianapolis Colts vs. the Denver Broncos.

Looking ahead, we are excited to be a part of the upcoming Director’s Meeting, November 17 in Wausau and November 18 in Madison. The purpose of the event is to support individuals in director roles by providing continuing education opportunities to give them a clearer understanding of how to be effective in their position as board members. With that in mind, as was the case last year, the Financial Fiduciaries team will be underwriting a portion of the seminar costs for our valued clients. Keep an eye out for your special invitation to take part in this valuable educational opportunity.

About Objectively Speaking

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses. A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.
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