We understand your unique needs and challenges.
As a company owned by the WI Medical Society, our profits support the continued work of the Society on behalf of the physician members.
We are independent. We do not represent a brokerage firm or insurance company.
As a fiduciary, we are obligated to do what is in your best interest at all times.
“Being a CERTIFIED FINANCIAL PLANNER™ [professional] is largely considered the gold standard in financial planning.” - US News & World Report, Jan. 31, 2019
There are no commissions or revenue sharing. As fee-only advisors, we are paid by you, period.
services by career phase
student loans & paying off consumer debt
and emergency fund
where to save 1st, 2nd, etc.
and disability insurance advice and referral to agent
and grandchildren education planning
after student loans paid
estate plan documents with attorney or document service
income from investments
insurance / Medicare planning
sponsored retirement plan such as 401(k)
A couple with high taxable income had been missing opportunities to reduce their tax bill. Their tax preparer, like many, focused on what happened the prior year, rather than providing tax advice about the upcoming year. In working together, we helped them to:
A married couple had children at home, but did not have an estate plan. We worked together to:
A couple wanted to improve their portfolio. With retirement starting, they would now rely on their portfolio for income. Together we:
A physician and her husband were contemplating retirement. Together we determined: