Financial Planners Whitewater WI

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Mr. David R. Blend, CFP®
(262) 473-3151
885 S JANESVILLE ST
WHITEWATER, WI
Firm
EDWARD JONES
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Mark A. Meier, CFP®
(920) 568-3601
202 S Third Street W
Fort Atkinson, WI
Firm
R. Meier, Inc.
Areas of Specialization
Accounting, Asset Allocation, Education Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. Timothy R. Bliss, CFP®
(262) 728-4000
610 E Walworth Ave
Delavan, WI
Firm
Ameriprise Financial

Data Provided By:
Mr. Chris E. Clark, CFP®
(608) 754-0222
400 Midland Ct. Ste. 103
Janesville, WI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided By:
Mr. Donald R. Brown, CFP®
(608) 884-9393
240 Craig Rd
Edgerton, WI
Firm
Albion Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Banking
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Thomas W. Hanson, CFP®
(920) 563-6510
807 Madison Ave
Fort Atkinson, WI
Firm
Ameriprise Financial

Data Provided By:
Ms. Geraldine M. Galubinski, CFP®
(262) 594-2883
115 E Main St
Eagle, WI
Firm
Ameriprise Financial Services,
Areas of Specialization
Estate Planning, Retirement Income Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Ms. Irene M. Vilona-Labonne, CFP®
(262) 728-2202
517 E Walworth Ave
Delavan, WI
Firm
Financial Advisors, Inc

Data Provided By:
Mr. J. Bernard Fiedler, CFP®
(262) 392-3049
S52W34098 Moraine Hills Dr
Dousman, WI
Firm
Waukesha State Bank
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, General Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. David C. Miser, CFP®
(608) 754-1701
20 S Main St Ste 25
Janesville, WI
Firm
WRP Investments, Inc.
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

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