Financial Planning Blog and Tools | Catholic Financial Life

For Rick Kremel, being a Catholic Financial Life Advisor is More Than a Career, It’s a Lifestyle

11/10/2020

As Rick Kremel sails into his 37^th year as a Catholic Financial Life Advisor, there’s a lot to reflect on. One of the highlights of his career has been the ability to balance his personal life with his business. Rick enjoys wearing many hats - he’s a father, a business owner, a problem solver and a friend all at once.

For the Mette Family, it’s More Than Life Insurance

10/29/2020

Michelle Mette wasn’t familiar with Catholic Financial Life when she was first approached by the organization. After she met with CFL leaders at a concert her husband and children were in, she could tell right away they were passionate about their business and intentional about finding a way to work with the Mette’s ministry.

For Advisor Sharyl Zillmer, Catholic Financial Life is All About Family

10/5/2020

Family means everything to Sharyl Zillmer. The ability to balance being there for her family while running a successful business is a big part of the reason she decided to become a CFL Advisor.

Catholic Financial Life Honored with MMAC’s Focus on the Future Award

9/8/2020

Catholic Financial Life will be honored by Metropolitan Milwaukee Association of Commerce (MMAC) with a Focus on the Future Award in recognition of work done to meet the challenges of the COVID-19 pandemic. Catholic Financial Life is honored in the True Colors category for maintaining an employee-centric focus by managing the health and well-being of our associates.

Catholic Financial Life Named a Top Workplace for Seventh Consecutive Year

9/1/2020

For the seventh consecutive year, Catholic Financial Life was named a 2020 Top Workplace by the Milwaukee Journal Sentinel. This designation means a lot to us as a company because the ranking reflects our associates and how they feel about the work we do. Their faith, integrity and passion for our members helped us to make this list.

Catholic Financial Life Delivers Strong Financial Results in 2019

7/21/2020

For more than 150 years, Catholic Financial Life has put values into action by serving God through serving others. We take that part of our mission statement to heart, whether it’s providing scholarships for students in need or inspiring service among our members and volunteer chapters. Our success comes from taking a “Main Street” not “Wall Street” approach to financial services.

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Blog

Blog Topics

Showing: Recent

For Rick Kremel, being a Catholic Financial Life Advisor is More Than a Career, It’s a Lifestyle

For the Mette Family, it’s More Than Life Insurance

For Advisor Sharyl Zillmer, Catholic Financial Life is All About Family

Catholic Financial Life Honored with MMAC’s Focus on the Future Award

Catholic Financial Life Named a Top Workplace for Seventh Consecutive Year

Catholic Financial Life Delivers Strong Financial Results in 2019

Blog

Blog Topics

Showing: Recent

For Rick Kremel, being a Catholic Financial Life Advisor is More Than a Career, It’s a Lifestyle

For the Mette Family, it’s More Than Life Insurance

For Advisor Sharyl Zillmer, Catholic Financial Life is All About Family

Catholic Financial Life Honored with MMAC’s Focus on the Future Award

Catholic Financial Life Named a Top Workplace for Seventh Consecutive Year

Catholic Financial Life Delivers Strong Financial Results in 2019

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