Feel certain you'd feel better if you knew your finances were organized and understandable? I started my fee-only financial planning firm because I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value.
As the firm grows, we continue to offer comprehensive financial planning that includes retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review.Our team includes Certified Financial Planners (CFPs) as well as a CPA. And because we don't accept commissions or kickbacks, you can be sure that our advice is serving your money needs, not our own.
As the firm grows, we continue to offer comprehensive financial planning that includes retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review.Our team includes Certified Financial Planners (CFPs) as well as a CPA. And because we don't accept commissions or kickbacks, you can be sure that our advice is serving your money needs, not our own.
Services
Ever since I was growing up in Mequon, Wisconsin, I have been fascinated with money and how people earn it, invest it, and spend it. Nothing got my attention like the stock market contest my econ teacher ran. When I went to college, I wanted to learn as much about money and business as I could, so I majored in accounting and marketing.
First, call or send an email. A member of our team will schedule a complimentary 20-30 minute "getting acquainted" call with us. We'll ask you a lot of questions about your situation and, together, we'll figure out if we're a fit for each other. If we both agree, we'll schedule a Strategy Session. Based on what we talk about in our call, we'll discuss your three biggest financial questions.
We're looking for a CPA with financial planning experience. Your role includes actively participating in client meetings, owning and improving our tax return preparation process, and analyzing portfolio information using our Excel-based tools. In addition, you will take ownership of many elements of the client experience, including managing client relationships between meetings.
You need to figure out when you can retire, how much you can live on, and how to manage your investments. The idea of creating a retirement paycheck is quite appealing. You want the money to give you flexibility to pursue a life you find most meaningful. You have big goals like retiring at 50 and want advice about how to be actively involved in the process.
NAPFA recommends"Tough Questions to Ask Your Advisor." "Being armed with the right questions is vital in understanding an advisor's motivations and whether or not they are going to work in your best interests." Illinois insurance producer's license, which allows us to give insurance advice to clients.
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