Do you need help with anything? We are here for you!
Just click below and fill in the quick and easy form. Your request will immediately come to us and our service team will start working on it promptly. You will also receive updates along the way!
Of course, you can always call us too: 262.764.4816
Do you need to schedule an appointment?
Here are some questions we can help you answer:
Am I invested appropriately for my situation?
Am I paying too much in taxes? Can I reduce my tax liability?
Can my assets and investments get me to and through retirement?
Do I have enough money for retirement?
Do I need to be investing in something else?
Do I have a strong foundation for my income in retirement?
Do Roth conversions make sense for me?
Will my spouse be okay if something happens to me?
When is the optimal time to take my social security?
How can I consolidate some of my accounts appropriately?
Organize all your finances
Organize your end of life wishes and life history
View all of your financial accounts, assets, policies and credit cards in one place (new)
Create a working budget for yourself
Estimate your tax liability with different changes in your income
The year you turn 73 you will need to begin taking a required minimum distribution. If you need help with this or are not sure if you have taken it yet for 2023, please call our office or click above to submit a service request.
Yes, but by appointment only and with at least 3 business days notice.
There is no one size fits all approach to this question. There are too many factors to consider. Please schedule a meeting and we can go over everything you need to obtain the clarity you will need to help you answer this question.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Retirement Advocates, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.This email is being sent by or on behalf of a Registered Investment Advisor. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the email or any part of it. If you have received this email in error, please notify the sender immediately by email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by BCM, LLC. To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.