Financial Planners Madison WI

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Madison, WI that can help answer your questions about Financial Planners.

Michael Dubis
Michael A. Dubis Financial Planning, LLC
(608) 827-6755
10 East Doty Street, Suite 800
Madison, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, High Net Worth Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Shannon Wegner
Wegner Asset Management
(608) 441-9711
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Middleton, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Kathryn Hankard
Fiscal Fitness, LLC
(608) 848-1133
211 E. Verona Avenue, Suite 4
Verona, WI
Expertises
College/Education Planning, Hourly Financial Planning Services, Socially Responsible Investments, Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Joshua M Satzer, CFP®
(608) 268-1640
6400 Gisholt Dr
Madison, WI
Firm
Prudential Financial
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mrs. Nicole A. Ralph, CFP®
(608) 252-7522
10 E Doty St Ste 1000
Madison, WI
Firm
RBC Wealth Management
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Cross-Border Planning, Intergenerational Planning, LGBT Individuals and Couples, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Kurt Krumholz
SVA Wealth Management, Inc.
(608) 831-8181 Ext: 2163
P.O. Box 44966
Madison, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

William McDonald
Retirement Planning Solutions, LLC
(608) 831-9788
5614 Sandhill Drive
Middleton, WI
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Ms. Angel C. Mcclarey, CFP®
(608) 250-7120
10 E. Doty Street
Madison, WI
Firm
Johnson Bank Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Investment Management, Retirement Planning, Wealth Management, Women's Finances

Data Provided By:
Mr. Thomas J. Carroll, CFP®
(608) 252-5725
1 South Pinckney Street
Madison, WI
Firm
Robert W Baird
Areas of Specialization
Investment Planning

Data Provided By:
Ms. Amanda M. Gausewitz, CFP®
(608) 831-3230
2009 W Beltline Hwy
Madison, WI
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina