Broker Check
920-393-4713
jack.koehne@duckcreekfp.com
Client Login

About Us

Straightforward Financial Solutions for Northeast Wisconsin

Duck Creek Financial is an independent, financial services firm delivering complete support for individuals, families, and business owners throughout Northeast Wisconsin. The targeted financial solutions our trustworthy team provides reflect the challenges you face, the goals you work for, and the principles you value.

Strategic Tax Planning to Maximize Your Assets

Strategic Tax Planning to Maximize Your Assets

A sound financial approach employs effective tax preparation and planning to ensure that you can keep more of what you earn and pursue a full, rich life before and throughout retirement. It's vital to recognize that decisions you make today will impact resources and needs in the future, so we highlight strategies that optimize tax outcomes.

Optimizing Your Overall Strategy for Financial Progress

Optimizing Your Overall Strategy for Financial Progress

We believe that a productive financial plan must be truly comprehensive, encompassing your entire financial environment to ensure that it reflects all the associated details of your fiscal strategy. We work hard to earn your trust so we can offer tools to optimize your overall financial accomplishments now and into the future.

Our Core Values: Our Integrated Foundation

A genuinely integrated financial strategy with a core focus on tax optimization is key to offering our clients targeted solutions that will help them live rich, full lives according to their desires.

Consolidated & Simplified Advice

Your financial concerns are complex, but getting the answers you need shouldn’t be. We make things simple: one knowledgeable professional for all the financial advice you need.

Holistic Financial Planning

Your financial life is multifaceted; your financial plan should be a direct reflection of this. We offer truly holistic financial planning that gives you the confidence to live the life you want now and in the future.

Tax Sensitive Planning

A financial plan is only comprehensive if a tax-sensitive strategy sits at its core. With extensive experience in this area, we aim to help you keep more of your hard-earned money and pursue a fuller, richer life.

Local & Rooted Guidance

As natives to northeast Wisconsin, we understand where you’re coming from and the challenges you face. We deliver personalized financial solutions grounded in local values and needs.

Secure Your Future With Our Guidance

At Duck Creek Financial, we know how important it is to secure your financial future and family legacy. Let us guide you toward achieving your goals. Start by contacting us today for a consultation.

Contact Us Today

Discover the Client-Focused Team at Duck Creek

Our hardworking team leverages their deep knowledge and technical prowess to address your financial concerns and aspirations through a client-focused approach.

Jack Koehne

Jack Koehne, CFP® & EA

Financial Advisor

920-393-4713

Caress StLaurent

Caress StLaurent

Administrative Assistant

920-393-4713

Unlocking Advanced Strategies Through Our Partnership with Cetera Advisor Networks LLC

Thanks to our partnership with Cetera Advisor Networks LLC, a leading broker-dealer renowned for its versatile capabilities, we gain access to top-notch professional resources, enabling us to craft effective strategies for you.

Cetera Advanced
Planning Team

Our key allies include Cetera's Advanced Planning Group, staffed with esteemed professionals in finance and legal matters who support our clients with advice and recommendations.

Learn more

Cetera Investment Management Team

The Cetera Investment Management team provides unbiased research and counsel, which helps Duck Creek create a strategy that suits your individual requirements.

Learn more

Cetera Financial Plan Design Team

Cetera's Plan Design Group has over a century of collective experience in financial planning. Our affiliation with Cetera grants us access to this tremendous resource.

Learn more

Supporting Duck Creek

Explore Cetera

Who We Work With

We support individuals and families throughout their financial journey with guidance tailored to each client's personal goals while we build genuine relationships along the way.

Who We Work With

Our Approach

Our approach to your financial journey is based on the belief that while your financial concerns may be complex, getting helpful answers should always be simple.

Our Approach

Contact Us

Ready to take charge of your financial future? Schedule a consultation today and begin your journey toward confidently achieving your financial goals.

Contact Us