At Financial Strategies, our sole focus is providing personalized, integrated, advanced financial planning and investment management services to high net worth executives, professionals, business owners, retirees, and their families.
As a Fee-Only financial advisor, we dedicate the time required to develop a financial strategy that carefully assesses your life goals and how your unique financial situation can support your dreams. Our clients are located throughout the Milwaukee area and have complex financial needs, often including executive benefits packages, and recognize the need for an advisor who can maintain the highest level of independence and objectivity.
Your financial profile is unique, so we carefully assess 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.