Shakespeare Wealth Management, LLC

Planning for Life

262-814-1600
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Working with Shakespeare

https://www.shakespearewm.com/wp-content/uploads/2016/04/ShakespeareWM-Corporate-V2.mp4

Retirement Planning

01:34
Living off Assets in Retirement - Shakespeare Wealth Management Vlog
December 12, 2016
01:17
If You're Already Retired - Shakespeare Wealth Management Vlog
December 12, 2016
0:56
Monthly Income or Lump Sum - Shakespeare Wealth Management Vlog
December 12, 2016
1/5
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Investment Management

01:17
Importance of Rebalancing - Shakespeare Wealth Management Vlog
December 12, 2016
0:47
Investment Strategy to Minimize Taxes - Shakespeare Wealth Management Vlog
December 12, 2016
0:51
How to Save on Taxes - Shakespeare Wealth Management Vlog
December 13, 2016
1/4
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Death of a Loved One

01:37
Organizing Important Documents - Shakespeare Wealth Management Vlog
December 13, 2016
1/1
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Career Change

01:19
Rolling 401k to an IRA - Shakespeare Wealth Management Vlog
December 12, 2016
01:43
When to be Most Conservative - Shakespeare Wealth Management Vlog
December 13, 2016
01:22
Different Types of Investment Advisors
December 13, 2016
1/1
By PoseLab
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Women and Wealth

01:38
Widow Finances - Shakespeare Wealth Management Vlog
December 12, 2016
02:03
Finances for the Divorced - Shakespeare Wealth Management Vlog
December 12, 2016
0:51
How to Save on Taxes - Shakespeare Wealth Management Vlog
December 13, 2016
1/3
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Legacy Planning

01:17
Balanced Giving - Shakespeare Wealth Management Vlog
December 13, 2016
0:47
Required Minimum Distribution - Shakespeare Wealth Management Vlog
December 13, 2016
01:37
Organizing Important Documents - Shakespeare Wealth Management Vlog
December 13, 2016
1/2
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Insurance

01:43
Long Term Care Insurance - Shakespeare Wealth Management Vlog
January 9, 2017
02:11
Paying for Retirement Health Care - Shakespeare Wealth Management Vlog
January 9, 2017
01:37
Organizing Important Documents - Shakespeare Wealth Management Vlog
January 9, 2017
1/2
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By PoseLab
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All-Inclusive Services

  • Retirement Planning
  • Tax Planning
  • Investment Management
  • Women and Wealth
  • Selling a Business
  • Death Of A Loved One
  • Legacy Planning
  • Career Change
  • College Planning
  • Insurance Preserve & Protect

Fee Only – Fiduciary

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  • Client Relationship Summary
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Connect With Us

Shakespeare Wealth Management, LLC®

N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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