There is no shortage of financial advice available so I am pleased that you are taking a look at Korbitz Financial Planning. My services are personalized, objective and serve the needs of just one party - you. I deliver fee-only financial planning, individual tax planning and individual tax preparation to clients throughout Milwaukee and Wisconsin.
I truly appreciate your interest in Korbitz Financial Planning. Unfortunately, at this time, I'm focused on providing the best service possible to my current clients and am unable to take on new clients or schedule Get Acquainted meetings. I am bound by fiduciary responsibility to work entirely on your behalf and in your best interests.
I truly appreciate your interest in Korbitz Financial Planning. Unfortunately, at this time, I'm focused on providing the best service possible to my current clients and am unable to take on new clients or schedule Get Acquainted meetings. I am bound by fiduciary responsibility to work entirely on your behalf and in your best interests.
Services
As a certified public accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER professional with more than 25 years experience, I established Korbitz Financial Planning to deliver expert financial planning, tax planning and tax preparation services to individuals, couples and families.
I provide fee-only financial planning, individual tax planning and individual tax preparation services. My approach focuses on knowing my clients and understanding their financial goals and objectives. After an initial one-on-one Get Acquainted meeting and based on my clients' specific needs, I develop their individual plan.
Personal financial planning provides an in-depth review and independent assessment of your current financial situation. Based on the review, I can develop a detailed plan designed to achieve your goals and objectives. Regardless of your income level, everyone can benefit from independent, objective and unbiased financial and investment advice.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eric S. Korbitz, CPA, CFP, Principal of Korbitz Financial Planning LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
Reviews
Be the first to review Korbitz Financial Planning.
Write a Review
