Financial Strategies, Inc. is a fee-only wealth management firm in Brookfield, Wisconsin providing a level of service we call Private Client Service.
Private Client Service is the process of coordinating the many aspects of your personal financial planning, developing a road map for the attainment of your goals, and managing your investment resources.
Each client's financial profile is unique, so we take the time to get to know you, your values, your goals, your needs, and your concerns.Through our consultative process, a detailed plan specific to your situation is initially developed, frequently reviewed, and periodically revised, becoming a tool for guidance and decision making.
Our clients want and deserve a high level of personalized, integrated advanced financial planning and investment management services.These individuals and families recognize the need for an advisor who is experienced, has advanced expertise, and takes the time to get to know them and their financial situation.
In order to maintain the highest level of independence and objectivity, we work for our clients on a Fee-Only basis.We believe a significant conflict of interest exists when an advisor's compensation is dependent on the recommendations being made, as is the case with commissioned brokers and agents.