Retirement Review
Ready to Talk?
Our experienced team of advisors is uniquely qualified to help individuals with at least $750,000 in retirement assets at a pivotal point in their retirement journey. Contact us today at 262-522-4040, or fill out this form and we’ll contact you!
What to expect...
Step
1
Discovery Meeting: This is our information-gathering meeting and an opportunity for you to get to know us better. The advisor will get to know you as well and learn more about your financial situation and retirement goals. Together you will review the Confidential Financial Questionnaire that you completed prior to this meeting and discuss next steps.
Step
2
Investment Planning Meeting: During this meeting, the advisor will review a cash flow projection and the preliminary retirement plan they have created for you based on your current situation and goals. Together you will take a deep dive into strengths, weaknesses, recommendations – giving you a better understanding of the service we provide.
Locations
Office Hours:
Monday – Thursday: 8:00 AM – 4:30 PM
Friday: 8:00 AM – 12:00 PM
BROOKFIELD
17775 West Bluemound RoadBrookfield, WI 53045
RACINE
13249 Washington Ave.
Sturtevant, WI 53177
VIRTUAL SERVICES OFFERED NATION-WIDE