Betsy Ratashak-Vogel (CFP®)

Betsy Ratashak-Vogel focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Betsy is a fee-only fiduciary financial planner serving women in medicine and their families.  With over a decade of experience in personal finance, she strives to support her clients to ease the burden of financial decision making, planning, and management. She can also be found savoring a robust cup of coffee, reading Dragons Love Tacos and exploring the beautiful Driftless Area with her spouse and two children.

NAPFA Start Date

May 16, 2019

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This Office

208 E. Broadway Street Decorah, IA 52101-2513 Phone: +1 (707) 469-3580