We are your Financial Advisors, specializing in education, retirement planning and wealth management throughout Southeastern Wisconsin and Northern Illinois. Retirement Advocates, Inc. works with friends and neighbors throughout Southeastern Wisconsin and Northern Illinois to help them work toward their retirement planning and financial goals through gaining a clear understanding of their concerns, needs and desires.
We are rooted in the Kenosha, Wisconsin, community, and we have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. We want to be your premier wealth managers. If you have questions or concerns about your current retirement strategy, feel free to contact us.
We are rooted in the Kenosha, Wisconsin, community, and we have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. We want to be your premier wealth managers. If you have questions or concerns about your current retirement strategy, feel free to contact us.
Services
Maria assists people with income planning, asset protection and other retirement-related concerns. While she can help clients of all ages, she concentrates on those ages 50 and older. Maria has over 16 years' experience in financial services. She is an Investment Advisor Representative (IAR) of Retirement Wealth Advisors, a registered investment advisory firm, and passed her Series 63 and 65 securities exams.
At Retirement Advocates, Inc., we take a balanced approach to planning for our clients' retirement. We have found through research and experience that certain essential steps can be taken in the planning stages to help bring satisfying and stress-free retirements. We listen first. No one wants to meet with a potential advisor and feel like a number.
At Retirement Advocates, Inc., we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials.
Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by our firm of the sponsors of the site or the products presented on the site.
Financial advisors are there to provide you information and guidance that is not always readily available. They are there to guide you, and hopefully, as is the case with most of them, they have your best interests in mind.
However, ultimately your present and future financial well-being is in your own hands, and sometimes it is difficult to know whether you are positioned in the most efficient way possible to achieve your goals throughout your retirement.Do you have targets for each account? Early in your career, the goals for investing were straight-forward and simple: grow your accounts as much as possible to have what you need for retirement.
However, ultimately your present and future financial well-being is in your own hands, and sometimes it is difficult to know whether you are positioned in the most efficient way possible to achieve your goals throughout your retirement.Do you have targets for each account? Early in your career, the goals for investing were straight-forward and simple: grow your accounts as much as possible to have what you need for retirement.
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