Fee-Only Financial Planners & Advisors
Planning for Life. That’s our Tagline and Our Mission.
Working with Shakespeare
Your local, trusted financial advisors in Waukesha County.
Planning for life involves a deep understanding of you and your family’s values, dreams, plans and fears. Based on that, we will work closely with you to develop a comprehensive financial plan that will provide you with financial security and peace of mind.
We’ll help you navigate through difficult financial markets, changes in tax laws, changes in your health, the ups and downs of your career and more, making sure your financial plan stays on track at every turn. As a local financial planner, we are able to grow to the next level of advice by taking all the time we need to get to know your financial goals and aspirations. We are your trusted financial planning partner, handling the details of your finances so you can enjoy your time as you wish, worry free.
You want a financial adviser whose asset and investment management process is proven to work through various market cycles. Shakespeare’s investment process focuses on specific factors of return that are rooted in academic research and proven to add value over time. Our disciplined financial strategies reduce risk and enhance returns. That means you can invest with confidence, knowing your assets will be there when you need them.
We provide smart, comprehensive financial advice to high net-worth individuals with complex planning needs – a customized, precision-engineered financial planning experience for those with portfolio assets of $1,000,000 or more.
Lastly, you want a local adviser you can trust. As Fee-Only Financial Advisers in Waukesha County, we have removed the conflicts of interest present with commission-based advisers. This provides you truly unbiased financial advice. That’s just one of the ways we aim to earn your trust.