Comprehensive Retirement Planning Services
For years, you’ve dreamed of retirement, when your time will truly be your own. Whether you enjoy traveling the world, volunteering, spending time with grandchildren, or simply tending to your garden, retirement is what you’ve been working toward your entire life.
Step 1: A Comprehensive Financial Plan
Retirement planning isn’t a one-time event; it’s a journey we take with you to ensure that you will be financially secure when you retire. We start by creating a comprehensive financial plan that helps us understand your current situation. This plan, drawn from our Definitive Financial Planning Checklist, also helps identify immediate opportunities and implement solutions to existing deficiencies.
Then, by harnessing decades of combined experience and cutting-edge retirement planning tools, we'll help you achieve peace of mind as we navigate complex areas that include Social Security, Medicare, and your 401k, IRAs, and other individual retirement account types.
Step 2: An Efficient Income Replacement Plan
At retirement, we’ll create an income replacement plan that efficiently draws from your assets and provides the means to live your dreams. This plan is coordinated with your tax plan, Social Security and pension income, Medicare premiums, insurance needs, financial goals and more. When you’ve worked your entire life to build a nest egg and now want to live off those assets, it’s imperative that you have a financial partner with the experience to make your dreams a reality.
The Shakespeare Difference
There's a reason our retirement planning services are among the most trusted in the Milwaukee & Waukesha areas among high-income individuals ($1,000,000+ in investable assets). Here are just a few of the benefits we provide:
- Financial planning is the core of our business. We look holistically at your entire financial situation, not just your investments, which allows us to provide the highest level of fiduciary advice.
- We are fee only, which means we’re investment agnostics. In other words, we will give you truly balanced advice.
- We have a deeper level of technical competence than most financial planners. That translates into better advice on planning your future.