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Small Business Accounting Solutions

(4)

Internal Controls, Services For Individuals, Business Valuation

“Dan is an excellent communicator who is meticulous about understanding a small business owner's goals and needs.”

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Freedom Wealth Alliance

(1)

Financial Roadmap, Tax Planning, Investment Management

“Financial advisor Shawn Thomas really goes out of his way to customize plans for his clients needs and wants.”

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Review Services

Planning Process, Investment Strategy, Fee Schedule

“We also maintain relationships with qualified CPAs, attorneys and long-term care specialists. If necessary, these professionals are available to assist with tax preparation, estate planning, and appropriate long-term care protection. Review Services ...”

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Brookfield Keith Black

“We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network ®, an independent registered investment adviser-broker/dealer, gives us invaluable resources, experience, and guidance that assist us in fulfi...”

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Stoeckler Financial Advisory

(1)

Advisor Services, Financial Planning, Investment Management

“Personable, friendly and professional.”

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Hall Wehring Cpas

(13)

“Our taxes include categories that most other families may not have to deal with, but SOS understands the nuances of the applicable parts of the tax code better than any other tax prep service we've encountered.”

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Storm Fischer Investment Group

(1)

“We enjoy the personal service that she provides”

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Choice Advisors

(2)

Experience the Difference, Careers, News and Announcements

“He helped me budget finances, plan for proposing to my girlfriend (save for the ring), plan for the wedding (she said yes), plan for buying my first house, plan for having my first baby, file taxes, acquire adequate life insurance coverage for my fam...”

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Lulloff, Leben & Taylor

(6)

Business Advisory and Tax Planning, Tax Preparation

“Dave Taylor and his partners are courteous and professional in handling our business and personal financial matters.”

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AJH Wealth Management

Investment Management, Divorce Financial Planning, Estate Planning

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest c...”

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Augustine Financial

(3)

“The menu is crafted with love and the help are thoughtful and cheerful.”

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Granite Financial Group

(1)

“Its refreshing to deal with professionals are concerned with managing my investments rather than selling a credit card.”

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Senior Planning Group

(10)

Parents
Financial

“We honestly weren't sure we'd be able to help him and now we finally have someone to trust that can tell us exactly what steps to take and how to take them, which is what we've needed this whole time.”

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CRG Financial Services

“Combined with our sister company, CRG Services, Inc., we have over 25 years of combined customer service experience. We take pride in listening to our clients and developing an investment plan tailored to their wishes. We are completely objective, wi...”

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The Kieckhefer Group

“Evan Salmela joined The Kieckhefer Group in 2021. He traded S&P options as a floor trader at the CBOT (Chicago Board of Trade) for 12 years, before making the switch to wealth management. Evan holds a Bachelor's degree in Business, with a concentrati...”

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Financial Strategies

“As a Fee-Only financial advisor, we dedicate the time required to develop a financial strategy that carefully assesses your life goals and how your unique financial situation can support your dreams. Our clients are located throughout the Milwaukee a...”

FAQs

Do you offer a free consulation?

Yes! You can schedule a consulation with us to see if we are a good fit for you. We believe that it is important for you to work with someone who makes you feel comfortable. At the consultation you can get to know us and ask us all your questions. We will also ask you questions to make sure we can fit your needs. There is no commitment until you feel ready and confident.

Will you work with my CPA, attorney, and other advisors?

Absolutely. We often partner with outside advisors such as CPAs and attorneys to ensure that every professional advisor you retain is fully informed of your goals and plans for the future.

What is the difference between a fee-based vs fee-only financial planner?

Although the terms fee-based and fee-only sound very similar, there are some important differences every investor should understand. Fee-only advisors do not receive any compensation based on product sales. Because fee-only financial advisors are compensated by their clients, they are able to provide fiduciary-level advice, acting only in the best interests of their client. Fee-based firms charge an investment management fee to their clients similar to the fee charged by fee-only firms. However, fee-based advisors also collect commissions based upon the products they sell in addition to the fees collected from their clients. Financial Strategies was one of the first fee-only Milwaukee financial planning firms. We do not collect commissions, referral fees or any other fees based upon the products we recommend.

Do I have enough money to retire?

This does not have an easy, one-size-fits-all answer. How much money you need to retire depends on your goals, values, and life style. Although you can find retirement calculators online telling you if you are ready, the best way to know if you are prepared is to talk to a financial planner to analyze your situation and create a retirement plan specific for you.

More detailed information is available on the FAQ page of our website.

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BKM Wealth Management

Financial Planning, Tax Free Income, Advisory Services

“It starts with a plan. Financial Planning- We firmly believe that a well-constructed plan, combined with a trusted, proactive financial advisor, can empower clients to fully enjoy their wealth while also providing them with valuable time to do so. We...”

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Cm&a - Czukas Mc Call & Associates

(1)

“The guidance, knowledge, network, and professionalism of this team is top notch.”

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Nelson Financial Group

(1)

“She has helped us on so many levels on so many things and always has our best interests.”

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Charter Capital Management

“Our fees are based solely on the value of your managed assets, which aligns our interest with yours. We receive no other fees or commissions from any investment product we use or recommend.”

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Golden Angels Investors

“Quandt Berndt & Company is a full-service accounting and consulting firm serving clients nationwide from the Metro-Milwaukee area. Our experienced team provides finance, accounting, and tax support for private equity/debt sponsored companies and thei...”

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Demore Wealth Management

“Client information is confidential and shall not be disclosed. This allows us to create a relationship of personal trust and confidence. No aspect of a client's affairs, either personal or business, may be discussed outside of the office. We also wil...”

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M K Financial Group

Financial Planning, Personal Insurance, Health Insurance

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

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Retirement

Featured

Get Ready for Rainy Days | Retirement Playbook Ep 21nnThis episode of 'The Retirement Playbook' by Alspaugh Wealth Management discusses crucial retirement planning strategies. Brock Alspaugh and Tony Shore cover various important topics, including dealing with inflation, the importance of having a rainy day and emergency funds, and comprehensive insights into selecting the right Medicare and long-term care plans. Additionally, they announce the transition of their show from local radio, acknowledging their time on KCI MKSIM, to fully digital platforms including YouTube and podcasts. They also touch on current economic conditions, the performance of the stock market, and future outlooks. The show emphasizes the necessity of planning for unforeseen medical expenses in retirement and explores asset-based long term care alternatives to traditional insurance. Throughout, the hosts stress the value of having a solid financial plan to ensure sustainable retirement income and protect against potential financial emergencies.nn00:00 Welcome to the Retirement Playbook Show!n01:14 A Fond Farewell to Radio Broadcastingn01:55 Transitioning to Digital: YouTube and Podcastsn04:20 Navigating Financial Waters: Inflation and Interest Ratesn11:34 Building Your Financial Safety Netn15:45 Exploring Long-Term Care Insurance Optionsn24:57 Wrapping Up and How to Stay Connectednn#FinancialAdvisor #FinancialAdvisorAtYourService #retirement #retirementplanning #SocialSecurity #retirementplan #wealthmanagement #401k #ira #rothira #missouri #healthcare #nursinghomes #seniorcare #eldercare #longtermcare #RMDs #requiredminimumdistribution...

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Brookfield, WI

The highest-rated Financial Planning & Wealth Management companies out of 167 vetted & reviewed in the Brookfield area.

Small Business Accounting Solutions

Freedom Wealth Alliance

Review Services

Brookfield Keith Black

Stoeckler Financial Advisory

Hall Wehring Cpas

Storm Fischer Investment Group

Choice Advisors

Lulloff, Leben & Taylor

AJH Wealth Management

Augustine Financial

Granite Financial Group

Senior Planning Group

CRG Financial Services

The Kieckhefer Group

Financial Strategies

BKM Wealth Management

Cm&a - Czukas Mc Call & Associates

Nelson Financial Group

Charter Capital Management

Golden Angels Investors

Demore Wealth Management

M K Financial Group

Retirement

Retirement Planning and Investment Management Services in Brookfield, WI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Brookfield

Popular in Brookfield