Business Details
Your Trusted Financial Planning Partner in Milwaukee
At Jungen & Co. Financial Advisers & Co. Financial Advisers, we specialize in transforming financial visions into actionable strategies. With over 27 years of dedicated service to Milwaukee County and surrounding areas, our team employs a Holistic Planning Process that integrates clients' goals, resources, and priorities to create cohesive financial pathways. Our approach emphasizes collaboration, prioritizing personalized guidance to help clients navigate complex financial landscapes. Led by Michael J. Jungen & Co. Financial Advisers & Co. Financial Advisers, a Certified Financial Planner and Chartered Life Underwriter, we combine industry expertise with a commitment to client education. Our services span investment planning, tax resource management, and retirement strategies, all designed to enhance financial clarity and confidence.We maintain affiliations with reputable institutions like New York Life Insurance Company and NYLIFE Securities LLC, ensuring access to robust financial tools. Our guiding principles prioritize transparency, ethical practices, and long-term client relationships. Through calculators, educational resources, and tailored consultations, we empower clients to make informed decisions. Our 27-year track record reflects our dedication to adapting financial planning methodologies to evolving client needs while maintaining rigorous professional standards.
Services
Financial Planning
Investment Advice
Tax Resource Management
Retirement Strategies
Wealth Coordination
Highlights and features
- 27 years of localized financial advisory experience in Milwaukee County
- Certified professionals with CFP, CLU, and CHFC designations
- Proprietary Holistic Planning Process coordinates all financial aspects
- Affiliated with NYLIFE Securities LLC and MainStay Mutual Funds
- Client-centric approach prioritizing education and transparency
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (CHFC)
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for clients' financial futures. We analyze current assets, liabilities, income streams, and long-term objectives to develop actionable strategies that address retirement, education funding, and estate planning. Certified advisors employ advanced diagnostic tools to ensure all financial elements work cohesively toward achieving clients' life goals.
Investment Advice
We provide tailored investment guidance focused on building and maintaining diversified portfolios. Our approach considers risk tolerance, time horizons, and financial objectives while leveraging MainStay Mutual Funds and other quality investment vehicles. Regular performance reviews ensure alignment with evolving market conditions and client needs.
Tax Resource Management
This service optimizes clients' tax positions through strategic resource allocation and documentation. We coordinate with accounting professionals to implement tax-efficient investment strategies, retirement account management, and charitable giving approaches that maximize after-tax returns while maintaining compliance with regulatory requirements.
Retirement Strategies
Our retirement planning specialists develop phased strategies for transitioning to post-career life. Services include Social Security optimization, pension analysis, withdrawal sequencing, and sustainable income planning. We utilize scenario modeling to ensure financial security across various market conditions and longevity scenarios.
Wealth Coordination
This integrative service synchronizes all financial aspects through our proprietary Holistic Planning Process. We coordinate investment management, insurance coverage, estate documents, and tax strategies to create unified financial ecosystems. Regular reviews ensure all components remain aligned with clients' evolving personal and financial circumstances.
People
Michael J. Jungen
Financial Adviser
Certified Financial Planner professional with 27 years of experience in Milwaukee. Holds CLU, CHFC, and CFP designations. Specializes in holistic financial planning and investment advisory services for individuals and families.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, tax resource optimization, estate planning, and holistic wealth coordination tailored to individual client needs.
How does your Holistic Planning Process work?
Our proprietary process integrates all financial aspects through collaborative goal-setting, resource analysis, and strategy implementation to ensure coordinated wealth management solutions that evolve with client circumstances.
Are you affiliated with any financial institutions?
We maintain affiliations with NYLIFE Securities LLC (Member FINRA/SIPC) and MainStay Mutual Funds, providing access to quality investment products while maintaining independent advisory capabilities.
What areas do you serve?
Primarily serving Milwaukee County with financial advisory services, we also work with clients in surrounding Wisconsin areas including Waukesha, Ozaukee, and Washington counties.
What certifications do your advisors hold?
Our lead advisor holds Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (CHFC) professional designations demonstrating advanced financial planning expertise.
How are your services priced?
We offer transparent fee structures based on service complexity. Investment advisory fees are typically asset-based, while financial planning services may be hourly or project-priced with full disclosure upfront.
