We are here to help individuals, families and business owners organize their finances and have a well-thought out plan for the future. We assist in planning for your retirement and keeping your family safe with proper protection from life’s ups and downs. We provide professional, top-notch service by meeting with you occasionally and adjusting your plan as necessary. We also have a network of attorneys and CPAs to whom we can refer you if necessary.
Come check us out and see if we are a fit for your situation. Call or click to find a time to meet us. Remember, the first meeting is always at our expense. No one cares more about your financial well-being than you do- we would like to partner with you in your journey.
Six Areas of Financial Planning
It’s not what we know; it’s what we do with what we know.
Tim Schiefelbein, CFP®
William Mowbray, ChFC®
Build and Maintain Relationships
Analyze and Assess the Current Situation
Execute a Plan
“Anytime I want to make a change or achieve anything in my life, I write it down, along with my plan to accomplish the goal and when I will achieve it.”
– Shad Helmstetter
FINANCIAL SERVICES MENU & FEES
|Advisory Asset Management Fees||%|
|$1,750,000 - $4,999,999||1|
|$750,000 - $1,749,999||1.1|
|$250,000 - $749,999||1.2|
|Less than $250,000||1.3|
|Financial Planning Services||Fees|
|Standard Financial Plan||$1,500|
|Re-visited Financial Plan||Fee varies by complexity|
|Additional Planning Needs||$150 hourly fee|
|Financial Planning Services||Asset Management Services|
|Comprehensive financial planning||Initial risk assessment|
|Estate planning||Establishment of goals|
|Discovery and goal definition meeting||Investment management strategies|
|Collaboration w/ other professionals||Due diligence and research|
|Insurance planning||Screening of investment funds|
|College planning||Screening of money managers|
|Advice on assets not managed||On-going consulting|
|Cash flow management||Back-office support|
|Income distribution planning||Portfolio re-balancing|
|Tax planning||Periodic risk reviews|
|Legacy planning||Performance reviews|
|Long term care planning||Account consolidation|
|Social security planning||Retirement planning|
Licensed in the following states: WI, IL, CA, GA, MN, OR, SC, MI
Securities offered through Securities America Inc., member FINRA (finra.org) / SIPC (sipc.org). Advisory services offered through Securities America Advisors, Inc. Baer Insurance Services, Inc. and Securities America are separate companies. Investment related emails must be sent to the Securities America email address.
FINRA BrokerCheck available at http://brokercheck.finra.org/.