Fliess Financial Service

Our Expertise in Financial Guidance

Retirement Advocates, Inc. stands as a trusted financial advisor for individuals throughout Southeastern Wisconsin and Northern Illinois. We prioritize clarity, accessibility, and personalized guidance to empower you toward a secure and prosperous future. As seasoned professionals, we have extensive experience in retirement planning, wealth management, and educational workshops tailored to address your unique needs and aspirations.

1. Comprehensive Retirement Planning

• Customized analysis of your current situation and goals
• Development of a tailored plan to maximize your retirement savings and investments
• Guidance on maximizing Social Security benefits
• Implementation of an annuity strategy to secure a steady income stream in retirement

2. Wealth Management

• Comprehensive portfolio analysis and risk assessment
• Development of a personalized investment strategy aligned with your financial goals
• Ongoing monitoring and rebalancing to ensure your portfolio remains aligned with your objectives
• Access to WealthGuard, a sophisticated tool to proactively manage downside risk

3. Education and Empowerment

• Educational workshops and webinars covering a wide range of financial topics
• "The Insider's Connection, " a monthly publication providing insights and strategies
• Downloadable reports and resources to empower you to make informed financial decisions

4. Tailored Solutions and Guidance

• Hassle-free second opinions on existing financial plans
• Fee-analysis services to assess the effectiveness of your current arrangements
• Expert guidance on long-term care planning and legacy preparation

Our Commitment to You

At Retirement Advocates, Inc., we believe in building close, personal relationships with our clients. We take the time to understand your individual goals and concerns, and we work collaboratively with you to develop and implement solutions that align with your unique needs. Our goal is to be your trusted partner throughout your financial journey, empowering you to achieve peace of mind and financial security.