Our Philosophy

Message from Betty Harris Custer, J. Corkey Custer and Nathan M. Plumb

Thank you for visiting our website. Whether you are a current client, were referred to us by a friend, or learned of our services through our presence in the community, we welcome you.

It is our intention that all visitors to our site are able to easily attain the type of information and knowledge about our firm that they seek. We are proud of our track record of success since Betty founded Custer Financial Services in 1981, later succeeded by Custer Plumb Financial Services in 2017. Over this period of time we have worked diligently to meet the needs and objectives of our clients. Still, we are always striving to improve our depth of knowledge and quality of service by leveraging the use of technology and communication in reaching our clients and their families.

As Managing Partners of this firm, there is nothing more important to us than earning and maintaining the trust, confidence and respect of our clients. We have built our firm, chosen our affiliation with Lincoln Financial Advisors (LFA), a premier financial planning firm, and staffed our practice to achieve this end. We are located in Madison, Wisconsin but Betty's active membership in The Resource Group™, a national network of elite financial professionals within LFA, provides us unlimited access and the ability to collaborate with a vast network of colleagues for the benefit of our clients and their unique situations.

Enjoy your visit to our website, and please feel free to contact us or anyone on our team if we can be of direct assistance to you or your family.

Best regards,
Betty Harris Custer, J. Corkey Custer and Nathan M. Plumb