“When the winds of change blow, some people build walls and others build windmills.”
— Chinese Proverb
Simplify Through Integrated Financial Services
WFA was founded over 30 years ago as one of the only firms in southeast Wisconsin who specialized in helping individuals manage their finances post-divorce. We walk you through the process of building a financial plan for yourself based on your income, assets, goals, and needs. Our financial and investment planning expertise can be invaluable as you begin the process of navigating your financial future.
Comprehensive Financial Planning
Questions We Can Help You Answer
- Do I need to seek employment?
- Do I need to change my tax withholding elections?
- Do I need to change my retirement plans?
- Do I need to buy life insurance to provide for my children?
- Do I need to update beneficiary designations and Powers of Attorney?
Certified Financial Experts™
At WFA, you have access to team of professionals including SEC-Registered Investment Adviser Representatives, CERTIFIED FINANCIAL PLANNERS™, and Certified Public Accountants. These individuals provide investment management, tax planning, retirement planning, estate planning, and risk management services. Our financial advice considers your personal situation as a whole, so you can feel confident about your decisions.
Independence and Financial Freedom
Simplify your life by consolidating your financial accounts in one place. Let us do for you what we do best: review your current financial situation and help you develop an integrated financial plan.
Learn more by scheduling a free consultation.