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What is Fee-Only?
What is a personal financial planner, why is "fee-only" so important, and what should you expect? Let us try to take the mystery out of financial planning.
Commission
Planning for Life.
Kevin quoted in SmartMoney
Fat Yields from Overseas ETFs
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Welcome to Shakespeare
Planning for Life. That's our tagline and our mission.
It's about planning our clients' entire life, and their families' best life, through smart comprehensive financial advice.
We're the financial quarterback for family matters like cash flow, debt management, retirement, paying for college, charitable intentions, taxes, investments, inheritance and more. We handle the details so that our clients can get on living their lives.
Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure.
Our clients know that we keep their best interests first.
If you'd like us to start Planning for Your Life , please contact us. We'd love to hear from you.
Kevin in THE WALL STREET JOURNAL
Don't Join the Ostrich Generation
Starting out?
Getting Married?
Divorced?
Retiring?
Needing Long-Term Care?
> READ MORE
Come see our Office!
We love our office space on Pewaukee Lake.
We know you will love y our visits here. Please stop by soon to share a cup of coffee.
About Us
Kevin M. Reardon,
Owner & President of Shakespeare Wealth Management, is dedicated to serving the financial needs of High Net-Worth Individuals. -- and advises on all aspects of wealth management, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning, and Succession Planning. A graduate of Marquette University College of Business, he has specialties in Finance & Economics. He established Shakespeare with the objective of providing unbiased advice to clients, without the conflicts of interest present with many financial providers.
Mr. Reardon is a member of The National Association of Personal Financial Advisors (NAPFA), an organization of Fee-Only Financial Professionals. He is also the President of the Financial Planning Association (FPA), an active member of the Waukesha County Action Network (WCAN), and is active in his Church & Community.
He is married and has three children. In his free time he coaches athletics, enjoys skiing, basketball, and taking his two Labs on long hikes. He is an avid sportsman, spending time fishing & hunting..
Kevin Reardon
N22 W27847 Edgewater Drive, Suite 101
Pewaukee, WI 53072
Phone: (262) 814-1600
Fax: (262) 814-0600
Email: kevin_shakespearewealthmanagement.com
Mark Ziety , CERTIFIED FINANCIAL PLANNER™ has a diverse background and unique expertise to advise on family finances. He started his career as a microbiologist working with bacterial pathogens and testing pharmaceuticals for potency and safety. As company down-sizing closed one door, he opened another door to his passion of investments and personal finances. His scientific training was a natural fit when analyzing the complexity of a family's finances. He operated his own investment and insurance practice in Madison until he and his wife Becca had their first child and moved back to the Oconomowoc area. Prior to joining Shakespeare, he also worked under the broker/dealer business model and gained valuable experience writing financial plans for high net worth families. His areas of expertise include tax, estate, insurance, and retirement planning and his comments have been featured in Yahoo! News, U.S. News and World Report, and Research Magazine.
Mark and his wife Becca live near Oconomowoc with their daughter Emma. During the winter, they downhill ski and skate on the neighborhood pond. During the summer, they spend much of their free time on the local lakes water skiing. Mark is actually good at water skiing and has even traveled to China to compete against the Chinese national team.
Mark Ziety
Email: mark_shakespearewealthmanagement.com
Newsletters
January 2012.pdf
Making Financial Resolutions? Look Back at Last Year
How Much Do You Know about Social Security?
Q & A on Filing the Federal Financial Aid Application
Will my broker calculate my cost basis for DRP stocks?
Are there exceptions to new cost basis reporting rules?
December 2011.pdf
Do Shark-Fin CLATs Have Teeth?
The Problem with Do-It-Yourself Estate Planning
Gift Tax Strategies
Is a stop limit the same as a stop order?
Can a stop-loss order really protect me from losses?
November 2011.pdf
Five Year-End Tax Planning Considerations
Long-Term Care Planning is Important for Women
Factoring Health-Care Costs into Retirement Planning
Does the federal financial aid formula count all parental assets?
How are 529 plans treated for federal financial aid purposes?
The Debt Ceiling and the Road Ahead
Making Benefit Decisions during Open Enrollment
I'm retiring to a state with no income tax. Can my former state tax my retirement benefits?
What state tax issues should I consider when deciding where to retire?
October 2011.pdf
September 2011.pdf
Life without Life Insurance
Could You Handle a Financial Windfall?
Portability of Basic Exclusion Amount Between Spouses
I'm a stepparent. Is my financial information listed on the FAFSA?
When parents are divorced, who fills out the FAFSA?
August 2011.pdf
Crisis Investing: Keeping Your Head
These Deferred Annuity Mistakes Can Be Taxing
Tax Advantages of Homeownership
What happens to my online accounts when I die?
How do I include my cyber assets in my estate plan?
July 2011.pdf
Talking to Your Child about College Expectations
Getting an Early Start on Saving for Retirement
All about Indices
I'm buying a laptop online -- will I have to pay sales tax?
Can I deduct state sales tax on my federal income tax return?
Mid-Year Tax Considerations
Life Insurance Policy Loans: Tax and Other Implications
Can I make charitable contributions from my IRA?
Can I name a charity as beneficiary of my IRA?
June 2011.pdf
Inflation or Deflation: Watching for Warning Signs
Estate Tax Exemption is Portable (for Now)
Don't Be Nickled-and-Dimed by Account Fees
May 2011.pdf
Saving for Retirement and a Child's Education at the Same Time
A/B and A/B/C Trusts
Social Security Survivor's Benefits
What health-care changes become effective in 2011?
Are some preventative care services free?
April 2011.pdf
Changes Affecting Small Businesses
Rising Interest Rates: The Downside of Economic Recovery
Important Questions to Ask Aging Parents
March 2011.pdf
1040 Tax Tips
Are We in a Bond Bubble?
Retirement Plan and IRA Limits for 2011
Understanding the math of recovering from losses
Are you sabotaging your own portfolio?
February 2011.pdf
Five Hot Topics in 2011
2011: An Estate Tax Odyssey
New Adoption Assistance Opportunities and Requirements
Is buying a condo for my college student a good idea?
I plan to buy my child a condo for off-campus college housing. Is this purchase considered a qualified 529 plan expense?
January 2011.pdf
Paying for Long-Term Care During Retirement
First Milestones Mark Need for Financial Advice
Fixed Annuities vs. CDs: Is One Better Than the Other?
Can I roll over my traditional 401(k) plan distribution to a Roth IRA?
Can I roll over my Roth 401(k) plan distribution to a Roth IRA?
Working with Shakespeare
If you are interested in:
Shakespeare Wealth Management may be the right choice for you.
To learn more about how we can partner together, give us a call at (262) 814-1600.
We'll answer your initial questions, collect some basic information, and set up a complimentary consultation to help us determine if our services are suitable for you.
Our first meeting will focus on your needs and expectations. It will also provide a more detailed overview of our firm and philosophy. This meeting typically lasts approximately 45 minutes. If our approach meets your requirements, we would be glad to build a proposal specific to your unique situation.
We look forward to the opportunity to meet with you and hope to extend our services in building a prosperous future together.
Look!
This is it!
Contact Us
for a
Free Demo!
Shakespeare uses state of the art financial planning software that allows us to:
For a free demo of our Cutting Edge Technology , please contact us.
COMMISSIONS... ever!
We have a Fiduciary Duty to put your interests first.
We hold ourselves to the highest Ethical Standard, and avoid situations or relationships that threaten your trust.
We have chosen to be a Fee-Only Advisor, and to forego commission based financial products that create conflicts of interest.
Shakespeare Wealth Management, Inc.® has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA) . In addition to tough standards on client-friendly compensation, NAPFA has some of the industry's most rigorous education and training requirements.
Dedicated Service:
We are here to serve you. Our goal is to beocme the first place you turn when you have any financial questions. We are readily available by telephone and email to quickly answer your questions.
Account Access:
You have 24-hour access to your account through our password protected website. You can also sign up for immediate email notification when trades are placed in your account, as well as electronic delivery of monthly brokerage statements.
Performance Reports :
To enable you to easily track your investments, we provide quarterly performance reports that summarize how your portfolio performed during the quarter.
Monthly Newsletter:
Each month we send you a newsletter discussing timely financial issues to keep you informed and on top of the latest news.
Monthly Statements:
Your selected custodian mails (or electronically delivers) monthly statements directly to your home or business.
Who We Are:
Shakespeare provides unbiased financial solutions to successful individuals, businesses and organizations. We are a Fee-Only Registered Investment Advisor committed to helping you and your family achieve your goals. Shakespeare will assist you in managing all aspects of your Wealth, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning and Succession Planning.
Our Commitment:
We put your goals and aspirations at the forefront of everything we do.
Our Approach :
We recognize the unique needs of each client. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. We listen carefully to your ideas and concerns. The importance of confidentiality, reliability and responsiveness is acknowledged and respected.
Our Independence:
We have no proprietary interest in any of the securities we recommend. We are not employees of a brokerage firm, trust company, or mutual fund company. We work for YOU. We are paid a fee to give you the unbiased advice needed to achieve your goals.
The Result:
An ongoing relationship with a firm that not only understands your financial objectives, but also how they fit in the context of your family, your values and your lifetime goals. You will have a higher level of confidence and surety in achieving your desired results.
Contact Us to Schedule a Speaker for Your Group
If you know a friend or colleague who might benefit from our services, please let us know, as our only marketing is Word of Mouth. Feel free to pass them our name and web address so that they can learn more about us.
Please feel free to email us at:
info_ShakespeareWealthManagement.com
to provide us with name(s) of your referral(s) and let us know how we can get in contact with them.
You may also like to pass them our name and web address so that they are able to learn more about us.
Thank you.
Shakespeare Wealth Management, Inc. ®
N22 W27847 Edgewater Drive
Phone: 262-814-1600 Fax: 262-814-0600
Email: info_shakespearewealthmanagement.com
If you'd like to receive more information, or ask a question about our services, please fill out the form below and click the "send" button.
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Kevin's Recommended Reading
Privacy Policy
Shakespeare Wealth Management, Inc.® is committed to maintaining the confidentiality of your personal information and keeping your information secure. This notice is to explain how and why Shakespeare Wealth Management, Inc.® protects and utilizes your personal information.
Categories of Information We Collect
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications or other forms, such as your name, address, social security number, assets and income.
Information about your transactions with us, our affiliates, or others, such as your account balance and transactions history.
The reason we gather this information is to improve our knowledge of your financial situation and to better facilitate and service your needs.
Categories of Information We Disclose
We do not disclose any nonpublic personal information about our customers or former customers. However, we may disclose this information:
-To our vendors and service providers who help us provide our services;
-In accordance with your express instructions or consent to share information with other advisors;
-For fraud prevention;
-To carry out transactions requested by you;
-As otherwise permitted or required by law.
We never sell current or past client information or lists. Our privacy policy applies to current and former clients.
Information Safeguarding
Shakespeare Wealth Management, Inc.® will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.
Sending E-mail to Shakespeare Wealth Management, Inc.
Shakespeare Wealth Management, Inc. strives to answer e-mail promptly. We are required by the SEC to retain all e-mail communications. We may also retain e-mail addresses for the purpose of e-mail marketing. You may request to be placed on a Do Not Mail list by including a statement to this effect on any e-mail correspondence, or responding Unsubscribe to any group communication. Should you make this request, we will place your name on a Do Not Mail list, and refrain from this correspondence.
Interesting Links
College Planning & Financial Aid
Estate Planning
Financial News/ Research
Financial Planning
Government Agencies
Retirement
Legal
Certified Financial Planner™ Statement
Kevin's recommended
reading list
Over the years, I have found a few
websites and articles that I think
are terrific resources, and I wanted
to share some of them with you.
The NAPFA Story
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Kevin and Mark's recommended reading list
Over the years, we have found a few websites and articles that we think are terrific resources. We wanted to share some of them with you.
Working with Us
Learn how we at Shakespeare approach our relationships and get a few tips on working with a financial advisor.
Media Hits
> CHECK IT OUT
ADV Form
Shakespeare Wealth Management, Inc ADV Part 2A Firm Brochure.pdf
Copyright © Shakespeare Weatlh Management, Inc. 2011. All Rights Reserved.
