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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Understanding Risk Tolerance
According to Charles Schwab, risk tolerance is the level of risk an...
What is Wealth Management?
Wealth management is not just about making money. At WFA, we believe...
Financial Advisor vs Financial Planner
Have you ever wondered what the difference is between a Financial Advisor...
Cash Management and Financial Planning
What is the First Step in Financial Planning? Understand your current...
Standard Deduction vs Itemized Deduction
The video below explains the federal Standard and Itemized Deductions;...
Rules Impact Tax Filing in Year of Divorce
If you’re married, you may keep your income tax situation separate from...
Contributions To Make For The 2022 and 2023 Tax Years
You have until the tax filing deadline to contribute to many tax-deferred...
Tax Scams and Ways to Protect Yourself
With tax season comes an increase in crimes and/or scams relating to...
What Is 2nd To Die Life Insurance?
Mike Smith at CPS Horizon Financial shares some key information on what a...
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.