Insight into the CLIENTS WE SERVE

Most of our clients are retired couples or widows/widowers who recognize the importance of having a proper plan in place for such an important stage of life. Others are professionals and executives who are diligently preparing for the day they can finally retire. Many live in Wisconsin, or have relocated to a warmer clime popular with Wisconsinites such as Arizona.

They want to delegate the management of their financial matters to someone who is highly knowledgeable and capable, but also who shares their Midwestern values and can be entrusted to look out for them.

Above all, they want someone who will address their concerns such as striking a careful balance between funding their retirement and making their money last, and to help preserve their principal from factors such as taxes, inflation and healthcare expenses.