Women and Wealth
Fee-Only Financial Planning for Women
Whether you are married, divorced, widowed or happily single, our Shakespeare team can help you feel financially secure, now and throughout your life. Many of our female clients experience one or more of the following circumstances before contacting us:
- Striving for the right balance of living comfortably today while planning for your future.
- Wanting to help children or grandchildren while not jeopardizing your own financial viability.
- Being the primary caregiver for a parent or loved one.
- Worrying about longevity and how to afford care as you age.
Whatever the case, our Shakespeare team understands women’s financial planning issues and are here to help.
Financial Planning Made Easy
We will help you take control of your finances, from understanding basic financial concepts, to creating a financial plan and discussing sophisticated planning strategies. Your Shakespeare advisor will walk you through a comprehensive educational program to provide knowledge, skills and confidence.
A Shakespeare Advisor with You for Every Step
You are not alone on this journey. Our Shakespeare team will do what they do best: educate, coach, support, advise and cheer you on.
And because we are a fiduciary financial advisor, we always act in your best interest and provide unbiased advice.
CONNECT WITH AN ADVISOR
VIEW FROM THE LAKE
Our Blog
Tip of the Month | July 2023
By Nick Ziarek | July 10, 2023 Read More >
Financial Checklist for Marriage
By Ryan Rink | July 5, 2023 Read More >
Does the Marriage Penalty Exist?
By Brian Ellenbecker | July 1, 2023 Read More >
Bitcoin Update
By Nick Ziarek | June 25, 2023 Read More > VIEW ALLWHAT’S ON YOUR MIND
Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260
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