How much do you charge?

There is no billed fee or direct fee from Financial Solutions Central Wisconsin, LLC to you for our services or information. Our firm receives compensation from the companies that we do business with through commissions or fees. So you will never receive a bill from us.

How much money do I need to retire?

That depends on what you want your retirement to look like. Are you planning on buying a motor home and traveling the countryside for retirement? Or are you planning on staying near home and attending all of the grandkids school functions? Those are two very different incomes and require two very different plans. We can help create a customized plan that will work with the retirement that you are planning.

How much money should I have in the market?

That should be determined by your risk tolerance, not your age or your advisor. We like to use what I call the “sleep at night test”.  If the ten o’clock news says the market dropped 5% today and you are not able to sleep because you are worried about your finances, then you have to much money in the market. Let us review your portfolio to make sure you can sleep at night.

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Financial Solutions Central Wisconsin, LLC