A Financial Advisor Near Wausau Who Handles Your Investments and Taxes Together
We're an independent, CFP®-led financial advisory firm in Wausau, WI, building month-by-month retirement income maps instead of the probability scores and "ask your tax guy" answers most advisors hand you.
CFP® practitioner on staff
Independent Fiduciary Advisor
Investments & Taxes, One Conversation
Serving Wausau & Central Wisconsin
Stop Guessing What Retirement Will Actually Cost You
Most retirement plans stop at a savings number. Ours doesn't. As a financial advisor in Wausau, WI, we build a 15-year projection of the income each of your accounts can generate, so you can see exactly what you'll have to spend and when, instead of relying on a probability score to make the call.
That same plan adjusts as the economy does. We manage allocation around economic cycle conditions rather than setting a portfolio once and leaving it alone, so your investments keep responding to conditions long after the first meeting ends.
Comprehensive Planning, Retirement Income, and Investment Management
Three areas of focus, one team handling all of them together.
Comprehensive Financial Planning
We build a full financial picture around your goals, from savings and cash flow to insurance and estate coordination, so every decision gets made with the whole plan in view rather than in isolation.
Investment
Management
Your portfolio is managed against current economic cycle conditions, not left on autopilot, with e-money software and Hilltop Securities custody behind every account.
Retirement Income Distribution Planning
We turn your 401(k), IRA, and Social Security decisions into a 15-year income map, covering rollover timing and Wisconsin-specific tax questions along the way.
We Work With Farm & Rural Landowners
If your net worth is tied up in land, equipment, or a family operation, generic financial planning advice often misses the mark. We work with hunters, farmers, and landowners across Central Wisconsin and the Northwoods on planning that accounts for the realities of rural life and rural assets.
One Conversation for Investments and Taxes
If your last advisor sent every tax question to someone else's office, that stops here. We're licensed to discuss investment and tax matters in the same conversation, and we work alongside a sister tax practice under common ownership for anything that needs a return filed.
Frequently Asked Questions and Helpful Answers
Is there a CFP in Wausau who handles taxes too?
Yes. We hold the CFP® designation and are licensed to discuss investment and tax matters in the same conversation, and we work with a sister tax practice for filing needs.
What makes a local financial advisor in Marathon County different from a national firm?
A national branch advisor typically refers tax questions elsewhere and follows a standard model portfolio. We adjust allocation to economic cycle conditions and build a month-by-month retirement income map specific to your accounts.
How do I find a financial planner near me in Wausau?
Our office serves Wausau directly and clients throughout Weston, Rothschild, Schofield, and the surrounding Marathon County area, with in-person, phone, and virtual meeting options.
What should I look for when comparing financial advisors in Wausau, WI?
Look for a fiduciary CFP® practitioner with a clear, concrete retirement income process rather than a generic savings projection, along with a custodian and planning software you can verify independently.
Do you work with clients who haven't retired yet?
Yes. Many of our clients are five to ten years from retirement and want to know how much they'll actually be able to spend before they leave work, not just how much they've saved.
See Your Next 15 Years
You don't need another savings estimate. You need to know what your accounts can actually pay you, year by year, starting now. Schedule a consultation and we'll start building that picture together.
