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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457(b) Plans
There are two different 457(b) retirement plans: the 457(b) Governmental...
401(k) and 403(b) Plans
401(k) & 403(b) Plans 401(k) and 403(b) plans are the two plans held...
Group Disability Insurance Info
Did you know that typically, short-term disability covers 60% of your...
Group Life Insurance Tips
Finding out what happens to your group term insurance after you retire is...
FSA Medical Information
On day 4 of benefits month, we're covering FSA's for Medical Insurance...
What is a Dependent Care Flexible Spending Account (FSA) ?
On day 2 of benefits month, we're providing some information on 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.