Trusted guidance for life's journey.

Financial and business planning services for every stage of your life.

OUR SERVICES

COMPREHENSIVE FINANCIAL PLANNING

Our team specializes in working with clients to build a customized financial plan that encompasses the client's entire financial picture, ensuring client goals remain a focused priority. We spend time listening, educating, and implementing while providing recommendations along the way with a core focus on our clients – ensuring they receive the service they deserve. We simplify complex strategies, including other professional disciplines as needed.

EMPLOYER SPONSORED RETIREMENT PLANS

Designing an employer-sponsored retirement plan that provides benefit to the employer and the employees is our focus. We work with plan sponsors to build a plan that meets their goals and vision for the company. This includes ensuring the compliance side of this world is addressed for plan sponsors. We work with plan participants to help guide them on their retirement planning journey.

BUSINESS PLANNING

Business ownership can be overwhelming, and often you don’t know where to take all your questions, especially as you work towards a transition plan. Our team works to provide a sounding board for small business owners while helping them plan for the future.

2022 TAX REFERENCE GUIDE

Looking for direction in preparation of next year's taxes? Click here for our tax guide.

ABOUT US

Business and Estate Advisers of Wisconsin, Inc. is a locally owned and operated wealth management firm with a rich, client-centric history dating back to 1968. We make it our mission to provide our clients with professional, customized financial and business planning strategies designed to achieve individual goals and honor individual priorities.

We are committed to actively engaging in our community, creating positive impact through our client relationships, community involvement, and charitable contributions.

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Business & Estate Advisers of WI, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.