Comprehensive Financial Planning

A wiser way to build your wealth.

Your Financial Plan Includes:

What We Do

Let our team of fee-only, fiduciary advisors help you achieve financial freedom.

Let our team of fee-only, fiduciary advisors help you achieve financial freedom.

Schedule A No Cost Consultation

Our Process

Meet Us

Building a relationship allows us to understand your values and priorities. We get to know each of our clients to create personalized plans and build trust.

Set Goals

Tell us about your life goals and we translate them to financial goals. We help you prioritize, then together we identify financial goals with values and timelines.

Create a Plan

We create a plan based on your needs and review it with you. We make changes according to your feedback until you are happy with your plan.

Grow and Protect

As your plan is being implemented, we keep an eye on current conditions. We coach you on decisions, and together, we strive for long-term growth, leading to your long-term success.

Adjust

We review your plan with you periodically to make sure it is still the best plan for your goals. We adjust your plan based on new life developments to insure it is fitting your needs.

Achieve

Our plans our designed to help you reach your life goals. Through our careful planning and review, we have led many clients to success.

A Little More About Us

100% Fee Only…For 100% of Our Clients 100% of The Time

Fee-Only Compensation

Fee-Only Planning

You need someone to provide advice, not sell you products. We do not receive commissions or any ulterior compensation from anything we recommend, allowing you to trust that our recommendations are based on your needs. As fiduciaries, we are legally obligated to work in your best interest at all times.

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Personal Attention

Working with a small firm gives you the benefit of personalized attention. We get to know each of our clients so we can tailor make a plan specific to your situation, goals, and values. We spend time building a relationship with you and earning your trust.

Experienced Advisors

We have been in the financial planning business for over 25 years. Our advisors are Certified Financial Planner professionals. We have assembled a team of experts, including outside consultants, to address even the most challenging circumstances. We are dedicated to providing the best service possible to support you in all aspects of your financial life.

Our Blog

Strategies from the Financial World

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    5 Biggest Tax Planning Mistakes

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    Qualified Charitable Distributions

  • December 11, 2023

    3 Reasons Why You Should Choose a Fee-Only Financial Planner

Private Wealth Management

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.