Taxes

• Tax Planning
  Tax planning is all about creating a plan that preserves income for your use, allowing you to keep as much of it as possible. We will work with your tax professional to suggest strategies that may include optimizing your deductions in the current year to keep more of your income. It also may include options to defer your income into investment accounts that may be taxed at a lower rate during your retirement.*
• Charitable Giving
  Many people wish to give portions of their income to charitable organizations. If you are thinking about charitable giving in your life, you might have some questions. Below are some resources we’ve gathered to help educate you on your options.
• Estate Taxes
• Tax Services
• Roth IRA
  If you have a 401k, traditional IRA, Roth IRA or TSA (403b), to name a few, transferring them to Wisconsin Wealth Advisors is an easy and smart move. All we need is your account statements and we can help determine the most direct path to consolidate your investment accounts. We will do as much of the paperwork as we can for you. We have almost unlimited investment and portfolio combination choices. Your investment allocation will match your risk tolerance, time horizon, and investment objectives and income needs. Investment options may include...
• Income Tax
• Tax Deferral

Investment

• Investment Management
  Identifying long-term goals can help you create a clear path to meeting your goals. Lack of investment planning may increase risking considerable time, effort, and resources.
• Mutual Funds
• Bonds
• Wealth Management
  Most likely, your life goals aren’t the same as your neighbors. Neither is your personal background, preferences, or how you envision your life plan. That’s why we always take a partnership approach, working side-by-side with you to reach your goals. We will work with you to develop a personal wealth management plan based on your needs, wishes and wants and we will professionally manage your portfolio. Wisconsin Wealth Advisors is independent, and we function as fiduciaries, which means we put YOUR best interests first in all we do.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Our comprehensive financial planning program will take into consideration all your investable assets and income sources, such as Social Security. We will then use this in-depth program to calculate a sustainable and reliable income stream to fund your needs, wants, and wishes. Your plan will also analyze long-term care, life insurance needs,** estate and legacy planning.*
• Retirement Planning
  There is never a bad time to start planning for your future. If you are ready to take the next step into financial clarity, organization and evolution, we want to be by your side. This might mean working on your core beliefs, working on your practical financial situations, or both together. You decide where you want to start. Successful retirement planning is about creating enough clarity in purpose that you know exactly what needs to happen to get you there faster, easier, and with more freedom for your life’s journey.
• Annuities
  Any references to protection benefits or steady and reliable income streams on this website refer only to annuity insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
• Long Term Care
  **LIFE, DISABILITY, LONG-TERM CARE AND FINAL EXPENSE BURIAL TRUST INSURANCE POLICIES ARE AVAILABLE THROUGH CHRIS SWENSON.
• College Funding