Financial Planning

Financial Planning and Retirement Strategies in Milwaukee

Our financial planning services are for clients who want a continuous, collaborative relationship with an advisor. Financial planning encompasses all aspects of your finances, including investments, savings, cash flow, and debt management. Investable assets are placed into a model portfolio managed by a third-party partner. Your advisor works with you to finalize the savings, budgeting, tax, and estate recommendations included in the plan.

Holistic Advice

Financial planning encompasses all aspects of your finances, including investments, cash flow, debt, savings, taxes, and more. When we develop your financial plan, you will receive comprehensive recommendations for all areas of your financial life.

Goals-Based Solutions

We conduct an in-depth analysis of your financial goals. Where do you want to allocate your time, finances, and resources both now and during retirement? By addressing this question and more, we develop a tailored plan aimed at achieving your goals.

Managed Investment Portfolios

The money we manage for you will be placed into a model portfolio, managed by TAG Invest, that aligns with your risk tolerance, goals, and time horizon. It is rebalanced regularly to help ensure your assets are in sync with your goals.

Rebuilding Behaviors

An important aspect of financial planning is understanding the thoughts and behaviors that influence daily money decisions. Our behavioral finance approach will help align your money habits with your financial strategy.

Ongoing Education

An educated investor is a successful investor. We offer ongoing educational opportunities to all our clients. Learn more about what you own, why you own it, and how it’s designed to help you succeed.

Expert Referrals

A comprehensive financial plan should also include tax strategies and estate planning. We can refer you to local attorneys and accountants, or work with your existing professionals. A collaborative approach can lead to better outcomes.

Our team has several different service models to meet your needs.

Comprehensive Financial Plan

We will review your financial situation and create a comprehensive financial plan that is designed to meet your long-term goals. The initial creation of your plan is a one-time fee and we will review/update annually. You are responsible for implementing our recommendations.