Surviving Financially After Divorce

Learn how to prepare yourself to deal with the financial realities of divorce. Check out this article from . Still have questions? Contact us and speak with our Certified Divorce Financial Analyst® (CDFA®).

Retirement Plans for Small Business Owners

Selecting an appropriate retirement plan for your business can be difficult. Let WFA help you understand how a retirement plan can enhance your financial plan.

Tax Supporting Documents for Small Business Owners

If you’re unsure what kind of records you should keep when it comes to supporting business documents, visit the Internal Revenue Service.

Follow Us on LinkedIN

Make sure to take advantage of our informational resources that can be found on our LinkedIN and resources page

Our Suite of Financial Planning Services

Investment
Management

Tax
Planning

Divorce
Planning

Insurance
Planning

Retirement
Planning

Estate
Planning

Our Commitment to You AS TRUSTED FINANCIAL PLANNERS

At WFA Asset Management Corporation, our Milwaukee-based, fee-only investment & retirement advisors are committed to assisting you as you strive to achieve your financial goals. This responsibility is both a commitment and an honor. It defines who we are as a company.

Offering a small-town feel to the “millionaire next door”, our CPAs and CERTIFIED FINANCIAL PLANNERS™ use objective research when providing unbiased advice tailored to your investment and income tax situation as you navigate life-changing events like a new job, an expanding family, retirement, or receipt of an inheritance. By helping you navigate these life obstacles as well as standard market volatility so you can live a happy, comfortable life, you will also create a financial legacy for your loved ones.

Asset Management For You And The Generations To Come

Our team is always working diligently to ensure our clients receive the best possible advice for their individual situation, whether it’s diversifying a portfolio or helping younger generations manage inherited wealth. We maintain our commitment further through continuing education, both ours and yours through:

 

  • Regular communication that interprets changes in economic metrics/markets
  • Comprehensively analyzing regulatory matters so you can understand how new legislation affects your investments and financial goals
  • Enhanced service offerings that incorporate online tools to provide 24/7 access to portfolio activity
  • Consolidating account information so you can better understand both big picture and granular metrics

We will help you weather the storm

Market volatility is normal and should be expected. Let us explain how our philosophy on diversification and application of Modern Portfolio Theory can help your portfolio stay on course with your short-term plans and long-term goals.
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The Secure Act Changed Distribution Rules

The SECURE Act of 2019 requires non-eligible beneficiaries (i.e. a child, Trust, or charity) of inherited retirement accounts such as an IRA, Roth IRA, and 401(k) to distribute the balance within ten years of the decedent’s death.  Let’s talk about tax strategies and estate plans to accommodate this change.

Financial Freedom is Possible

For 35 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence.
Contact Us Today