Financial Planning

It takes more than income and resources to create financial success. It takes a written plan. Yet many people with good incomes and high net worth lack the written plans that give them the confidence that their financial accomplishments deserve. Our alliance with the Principal Financial Group® (The Principal®) allows us to expand the services available to help you meet your financial needs through the Wealth Management Solutions program for physicians offered through Princor Financial Services Corporation, a registered investment adviser and member company of the Principal.

For members of the Wisconsin Medical Society, there is no charge for the introductory meeting with a financial advisor from Princor. If you feel that you have financial issues that need attention, you owe it to yourself to schedule an appointment. To request more information or to set-up a time to discuss your needs, please use our on-line contact form.

Estate Planning

Estate planning is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner's intended beneficiaries, often including paying the least amount of taxes. Additional goals typically include providing for and designating guardians for minor children and planning for incapacity.

You will need to assemble a team of professionals, which may include an attorney, an accountant, a life insurance agent, trust officer and a financial planner to accomplish this process.

Useful link — Estate Planning: Top Things to Know from CNN Money.com 6/2/05.

To request more information or to set-up a time to discuss your needs, please use our on-line contact form.