Our Services

At B&E WI we consider ourselves, Comprehensive Financial Planners. This is more than active management and review of investments; it is the act of planning for and addressing life events. Comprehensive financial planning is a holistic approach that considers all aspects of an individual's financial life, including income, expenses, investments, insurance, estate and retirement.

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We strive to build customized plans based on our clients goals. We take the time to listen to what matters most to our clients and build recommendations based of this information. By building a relationship with our clients, we are able to constantly revisit client goals and tweak their plan as needed.

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Our comprehensive process has multiple steps to ensure we gather appropriate information and spend time learning about our clients financial picture prior to making any recommendations.

Business Planning