Shakespeare Wealth Management, Inc.

Description

• Planning for Life. That's our tagline and our mission. It's about understanding our clients, planning for their retirement life, and their families' best life, through smart, comprehensive financial advice. Our clients are physicians, business owners and other high net-worth individuals with complex planning needs. We serve as their financial quarterback for matters like cash flow analysis in retirement, investment analysis, insurance planning, tax strategies, estate planning, business continuity & succession planning, debt management, retirement, college funding, charitable intentions, special needs planning, inheritance and more. We handle the details so that our clients can enjoy their time as they wish. Since financial advice can be tainted by sales commissions, we operate under a fiduciary and a fee-only model to keep advice pure. WHAT WE DO FOR YOU: - We provide unbiased financial solutions. We serve as a fiduciary to all of our clients. - We are committed to helping you and your family achieve your goals. - We put your goals and aspirations at the forefront of everything we do. - Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. - You will have 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 gain a higher level of confidence and surety in achieving your desired results.
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  Headquarters:N22 W27847 Edgewater Drive Suite 101, Pewaukee, Wisconsin, United States

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  Phone Number: +1 262-814-1600

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  Website: https://www.shakespearewm.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:Shakespeare Wealth Management, Inc.

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• |  NAICS Code: 523930  |

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