A locally owned, independent financial advisory practice in Brookfield, WI. We serve a select group of individuals and business owners helping them build, manage, protect and transition their wealth. We would be honored to be a resource for you. Retirement Planning & Income Planning - Helping families invest for retirement and giving them the confidence they need to enjoy it.
Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets their needs and helps the employees get on track towards retirement. This often involves the implementation of 401(k), profit-sharing, and pension plans. We also provide the ongoing employee education and plan reviews.
Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets their needs and helps the employees get on track towards retirement. This often involves the implementation of 401(k), profit-sharing, and pension plans. We also provide the ongoing employee education and plan reviews.
Services
BKM Wealth Management is a locally owned, independent wealth management practice in Brookfield, WI. BKM was founded by two family teams of experienced financial advisors with the shared mission to positively impact the lives of our clients. Whether you're in the early stages of building wealth or facing complex retirement or estate-planning choices later in life, we're ready and equipped to help you make decisions for your future.
Retirement Planning - Make the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage your assets before and during retirement. Create a retirement income plan. Employee and Executive Benefits - Help your business attract and retain qualified employees through benefit packages.
When choosing a financial advisor it's important to ensure that they are dedicated to putting your needs ahead of their own. We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.
Maintain emergency savings - Wells Fargo Advisors recommends keeping an emergency fund with enough money to cover living expenses for three to six months. Keep emergency funds in a liquid account you can easily access if needed. Clean up your accounts - Consider consolidating accounts. You'll not only have less paperwork, you can help keep an eye on your asset allocation and overall investment strategy.
An estate planning attorney and your accountant will work with your BKM Wealth Management Financial Advisor. Will - Instructions for distributing your assets when you die. You will name a personal representative (executor) to pay final expenses and taxes and distribute remaining assets. Name a guardian to raise your minor children if both parents die.
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