Our Services


"Adding value in the Creation, Preservation, Utilization and Distribution of Wealth."

  • Fee-Based Wealth Management
  • Fee-Based Financial Planning
  • IRA Consolidations and Rollovers 
  • Business Succession And Estate Conservation Strategies
  • Life Insurance Analysis
  • Pension Transfers and Rollovers
  • Pension Payout Alternatives
  • Retirement Income Planning Strategies
  • Education Funding Strategies
  • Alternative Investment Options 
  • Social Security Payout Analysis
  • Long-Term Care Insurance Analysis
  •  Wealth Preservation Strategies

Our team is committed to adding value in every phase of your financial life:  Creation, Preservation, Utilization, and Distribution. 

The services offered by our firm include estate planning, business organization and succession planning, employee benefit programs and retirement planning.  We also provide a full range of investment and insurance products to compliment our planning process.  

Financial planning services offered through financial planner, John Ceaglske.


Client Service Model (Click here to view our Model)















Jeff Day is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC (MMLIS). Member SIPC.  OSJ: 9000 W Chester St, Suite100, Milwaukee, WI 53214. Phone (414) 615-4850. The Day Wealth Management Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. 

I am individuals licensed to sell insurance in the following jurisdictions: CA, FL, IL, MO, NC, OR, SD, TX, WI.  I am registered to offer securities in the following jurisdictions:  IL, NC, TX, WI, OR, MD.


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