Financial Strategies Inc. is one of Wisconsin's leading Fee-Only Wealth Advisory firms.We work primarily with senior executives, retirees, and their families helping them meet the financial challenges they face, so they are free to spend more time doing the things they love.We help those families in many areas of wealth management including investment consulting and advanced planning needs such as: wealth enhancement, wealth transfer, wealth protection, and charitable giving.Providing outstanding service to our clients is our number one priority.
Coordination
In order to maximize the likelihood of success and avoid pitfalls, the various aspects of your personal financial situation need to be coordinated.As your Wealth Advisors, we coordinate your plan with your attorney, insurance agents, accountant, or other professionals.
Investment Management
Coordination of the management of your investment portfolio with your overall financial plan is fundamental to your long-term success.There are many areas of concern that must be addressed on an on-going basis that go beyond investment philosophy.Balancing withdrawal needs with the desire for growth, coordinating the use of various account types, and integrating tax, expense, and opportunity costs within the decision making process are some examples.
An investment manager is an expert responsible for portfolio design, which includes asset allocation, investment vehicle selection, and asset location. A manager is also responsible for efficient implementation, monitoring, and rebalancing. When you hire Financial Strategies, Inc. as your investment manager, your role becomes that of CEO, overseeing the activities of the manager, who acts as your personal Chief Financial Officer.Our role is the ongoing management of your investment portfolio and the integration of your investment plan with the rest of your financial plan.
Advanced Planning
Retirement Planning
Financial Strategies, Inc. can help you determine what kind of lifestyle you can support without depleting your wealth or retirement nest egg. We can help you manage your resources wisely, and we will help you meet your goals regarding retirement and lifestyle. We will assist you in coordinating all of your income sources including: pensions, deferred compensation, stock options, investment income etc. Wealth Transfer
Transferring your wealth to your heirs may be complicated and is not easy to think about or talk about. We will help simplify the process. We will work together with your estate planning attorney and accountant to make sure your estate plan is coordinated with the rest of your plan. We will work directly with you to ensure you are aware of your options and how they work. Charitable Giving
Tax Planning
Financial Strategies, Inc. 13555 Bishops Court, Brookfield, WI 53005 262.821.1664 Jim@RetirementAndWealth.com Wealth Advisors: Unparalleled Experience...Uncompromising Care
