Financial Strategies Inc. is one of Wisconsin’s leading Fee-Only Wealth Advisory firms.We work primarily with senior executives and their families helping them meet the financial challenges they face, so they are free to spend more time doing the things they love.Our typical client has in excess of $1 Million dollars of investable assets and requires a high level of service.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.
Retirement Planning and Financial Independence
Retirement planning can also be thought of as Financial Independence planning. It is the process of projecting your lifestyle needs relative to your financial resources coordinated with your long-term goals, establishisng a solid financial foundation on which to base your future decisions.
Our process includes detailed projections of your spending needs and accumulation goals charted against your investment capital. To establish a sense of financial security, the long-term effects of decisions that are made today must be assessed.Focusing on the long-term, we will help you establish a coordinated plan emphasizing the efficient use of your resources.
The questions you are seeking to answer may include: Currently Retired / Financially Independent: Given the resources I have, what level of spending can I support without depleting my wealth or retirement nest egg? How do I manage my resources wisely? Approaching Retirement: Do I have enough money to retire now? How much can I spend during retirement and not run out of money? How do I use my resources to replace my paycheck? Planning for Retirement: What does it take to retire? When will I be able to retire? What do I have to do to get there?
Supplementary Planning Issues
Coordination and Advocacy
Beyond the initial road map, you are likely to be looking for guidance with many other aspects of personal financial planning.We provide direction tailored to the complexity of your needs in estate planning, insurance planning, long term care planning, and college tuition planning.
In order to maximize the likelihood of success and avoid unanticipated pitfalls, the various aspects of your personal financial situation need to be coordinated.We assist in coordinating our efforts with those of your attorney, insurance agents, and accountant or tax preparer.
There are many personal financial issues and decisions that impact your overall financial health.We provide support, analysis, and discussion regarding these issues as they arise and continue to look for new ideas and opportunities that will benefit you.
Investment Planning and Management
Investment Planning. 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.
Investment Management. An investment manager is an expert responsible for portfolio design, investment vehicle selection, and efficient implementation. The manager is also responsible for monitoring, rebalancing, and tactical allocation decisions. When you hire Financial Strategies, Inc. as your investment manager, your role becomes that of supervisor, overseeing the activities of the manager and assessing the level of success.Our role is the ongoing management of your investment portfolio and the integration of your investment plan with your financial plan.
