SlideWCA Members

WCA SPONSORED FEE ONLY FINANCIAL PLANNING

Discounted planning for county employees and elected officials

  • Fee only approach to ensure independent advice
  • Module by module planning allows each client to customize a financial plan to meet their specific needs
  • Independent securities research with no proprietary interests

Cash Flow Planning Modules

Financial Independence

  • Retirement Income Projection
  • Pension Projection
  • Social Security Projection
  • Short Term Healthcare Cost Estimates
  • Sick-leave Conversion Calculation
  • Income Tax Projection
  • Tax Distribution Strategy

Investment Allocation

  • Current Asset Allocation Analysis
  • Investment Benchmark Evaluation
  • Cost Structure for Current Portfolio

Long-Term Care Analysis

  • Health Care Cost Estimate
  • Discussion about Family History
  • Cost Projections Based on Estate

999 Fourier Dr. #301
Madison, WI 53717
1-888-505-3956