Let’s Plan Your Future
Fee-only fiduciary serving Wisconsin & surrounding states
Free Assessment for pre-retirees and recent retirees with $250k+
Free Assessment for pre-retirees and recent retirees with $250k+
BOOK YOUR FREE RETIREMENT & TAX ASSESSMENT
Retirement & Tax Assessment
Are you nearing retirement or beginning to think more seriously if you’ll be ready for the next phase of your life?
Book a time for a free retirement assessment on the following topics:
- Income & tax considerations
- Healthcare in retirement
- Investments – generating yield and overperformance
- Social security
- Estate planning
and much more
Our Process
Free Retirement & Tax Assessment with Jacob C. Soener, CFP®
- Schedule Introductory Call
Book a 30-minute introductory call to start the process - Meet with Fiduciary Advisor
Discuss retirement and personal financial priorities - Review Assessment
Hold a second meeting to review recommendations on focus areas such as investment, tax, estate, and general financial planning - Ongoing Support
Provide continuous updates, tax guidance, and service on all areas of financial planning
We are a good fit if…
- You have at least $250k in retirement assets
- You value expert guidance and take your personal financial planning seriously
- You are approaching retirement, already retired, or are looking to improve your personal financial and investment situation