Financial Guidance Focused on your Goals and Values
Structuring to guide you through every step of your financial journey. I will assist you with your comprehensive financial strategy including your retirement income needs, how to protect loved ones from unforeseen life events, and so much more to focus on guiding you through a variety of solutions aimed to fit your needs to achieve your financial goals. This is done through our Financial Roadmap Process.
• SEEK where you are currently at on your journey.
• SOLVE which directions suit your goals, based on needs, wants, and wishes.
• START AGAIN to make sure as life changes the strategies adjust as needed.
Having strategy for making financial decisions allows you to protect you, your family, and your business from financial stress when there are times of change.
Who We Serve
We are capable of guiding whoever is seeking true financial advice. We do work closely and more frequent with individuals near or entering retirement and small businesses in and around Dodge County, Fond Du Lac County, the greater Milwaukee Area, and beyond to any state I am or could be licensed in.
Near Retirement – typically 10 years out from retirement, questions around planning for income in retirement, tax planning, and making sure you are doing what you need for your retirement, college planning for young adult children, and or proper investment strategies.
In Retirement – generating the income needed and making sure funds will outlive you and not the other way around. Wanting to be charitable and aware of tax reduction planning options. Thinking through estate planning needs.
Small Businesses – unaware of the potential tax benefit options available? How do you navigate the solutions available? Get a strong understanding of your business quadrants to see growth while still being able to plan for exit from the business in the future.
- Cash Flow
- Debt and Risk Management
- Retirement Planning
- Legacy Planning