The Berrall Kons Wealth Management Group's Services - Financial Advisors in Waukesha, Wisconsin

 

We are a family business serving individuals and family businesses in all areas of investment planning, including:


Retirement planningMake the most of your employer-sponsored retirement plans and IRAs. Determine how much you need to retire comfortably. Manage your assets before and during retirement. Create a retirement income plan.

Employee and Executive Benefits - Help your business attract and retain qualified employees through benefit packages.  i.e. 401(k) Plans, Profit Sharing Plans, and Pension Plans.

Divorce Financial Analysis - Help you and your lawyer determine an equitable division of the assets and create a plan for life after divorce.

Fiduciary Services - We can act as a fiduciary for your accounts. This means we must act in your best interest and avoid or disclose conflicts of interest. Our advice is unbiased and independent.

Investments - Determine your asset-allocation needs. Help you understand your risk tolerance. Recommend the appropriate investment vehicles to help you reach your goals.

Tax management* - Make sure your portfolio is tax-efficient. Develop tax saving investment strategies. Work with your qualified tax specialists.

Estate StrategiesYou'll have access to wealth planning and trust strategists through our affiliates to help educate you on strategies that may preserve your wealth for heirs, help you review beneficiary designations for consistency, and present alternatives that may lessen your potential exposure to estate taxes and probate costs. Throughout this process, it is imperative that we work closely with your tax and legal advisors.

Education funding & College PlanningRecommend investment and accumulation strategies to help you pay for your child's or grandchild's education.

Insurance & Risk management - We work with our team of insurance specialists to review your insurance needs and review existing policies to ensure that the coverage continues to meet your needs and is cost effective.

Liability Management - Review your existing loans and liabilities to ensure that the best possible solutions are being implemented.


The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
*Neither The Berrall Kons Wealth Management Group nor Wells Fargo Advisors provide legal or tax advice. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.