KAY FREITAG

 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

I (Kay) was born and raised in Green County, Wisconsin. I have been a Monticello resident since birth, and was raised in a down to earth farming family and community! I have been married to Dan Freitag for many wonderful years, and I am blessed successful adult children and amazing grandchildren, and hopes of more to come as I love being surrounded by a family who stays close to its roots.

I began as a property and casualty insurance agent with Rural Insurance in 1989 through 1993.  In 1994 I was presented with an opportunity to work with Prime Vest Financial Services, at the Bank of Monticello, where I grew in knowledge and experience.  Then in January 2010 I opened my door as the owner of Freitag Financial Services, and what a grand adventure it has been. It has been a blessing to meet a phenomenal abundance of great people while practicing financial services in southern Wisconsin. 

My friends, family, clients, and the community are my passions. Relationships have tremendous meaning to my life, and I value to high quality relationships I have built while growing up, and being an active mother, wife, grandmother, friend, and businesswoman throughout my life in Monticello. 

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.