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Joel Dettwiler, ChSNC®

Quantum Group Special Needs Planning

Joel Dettwiler, ChSNC®

Quantum Group Special Needs Planning

Joel Dettwiler, ChSNC®

Quantum Group Special Needs Planning

Profession LogoFINANCIAL PLANNER

Joel Dettwiler has been a Finanical Planner since 2016.  He has earned a Charterted Special Needs Consultant (ChSNC) designation from the American College of Finanical Services and practices as a Special Needs/Disability Planning consultant.  Joel is a financial advisor with Schmocker Financial in Onalaksa, WI, and the founder of the Quantum Group SNP.  Joel serves with the Disability Action Network (DAN), Down Syndrom Assoc of WI LAX Board, La Crosse Autism Foundation Board, YMCA Inclusion of La Crosse, and the North American Squirrel Assocation, 

Prior to financial advising and founding of the Quantum Group, Joel spent 20 years playing and coaching college football.  Many volunteering hours over that time with people with disablities led to a sense of gratitude and responsibility to those who were not afforded the same opportunities.   Joel volunteers and serves clients and interest groups from Rochester to Madison, WI.

Residing in La Crosse, WI with his wife and two daughters, Joel and his family enjoy boating, hiking, volunteering and enjoying all the great businesses and community events that the city of La Crosse has to offer.

Firm Description

Who We Are

In the Coulee Region, and much of the Midwest, we have found that families struggle to find help with navigating the legal, financial, and government programs that come with living with a disability.  Quantum Group was launched in August of 2019 as a financial planning partner for those families and individuals. Our vision is to create an easier way for families to understand and choose what benefits will most positively impact their loved one's life.

What We Do

Quantum Group is a comprehensive financial planning firm that focuses on traditional and special needs planning for individuals, families, and employers.   By assisting families with their planning, we provide access to information and specialists to help identify the appropriate legal, financial, and government programs.  Our process helps identify the vision of each family and their loved one.  Together we create a tailored plan to help the individual reach their potential of an inclusive and full life.

Hours

Day From To
Monday 8:00 AM 5:00 PM
Tuesday 8:00 AM 5:00 PM
Wednesday 8:00 AM 5:00 PM
Thursday 8:00 AM 5:00 PM
Friday 8:00 AM 5:00 PM
Saturday By Appointment Only

Cost

Hourly consulting fee with flexible billing arrangements specific to each client's needs.

What Is a Special Needs Planner?

Main Office

2800 National Drive
Suite 103
Onalaska, WI 54650

On the web

View Firm Website

Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts