Financial Planning Resources
WFA wants to ensure that our clients are fully informed and educated on relevant information regarding things such as law changes and market conditions. Be sure to take advantage of our financial planning resources!
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Using a Reverse Mortgage to Pay for LTC
What is a Reverse Mortgage? A reverse mortgage is a loan borrowed from...
Understanding I Bonds, EE Bonds, Treasury Bonds and More
For individuals that purchased Savings Bonds, like EE Bonds or I Bonds,...
How Should You Pay for Long-Term Care?
By Mike Smith Traditional Long-Term Care Insurance Think of this...
What is Long-Term Care?
Long-term care (LTC) provides a range of services and supports you may...
Small Business Retirement Plans
Solo 401(k) Plan Who it's for: Owner-only business with no employees....
Quick Hitters on Insurance for Business Owners
By Mike Smith Having the appropriate insurance on a business partner or a...
Life Insurance for Special Needs Children – FAQs
Can a special needs trust purchase life insurance?Special needs trusts...
Health Insurance Plans: Employer vs Private
Employer-Sponsored Health Insurance Employer health insurance is chosen...
Portfolio Diversification
Stock market crashes produce a considerable amount of alarm because they...
Providing Financial expertise to Southeastern Wisconsin and Beyond
Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.
Navigating the Financial World
Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence.
Learn more by scheduling a free consultation.