Wealth Planning

Wealth planning is based on the idea that even small changes can yield large gains in your family's lifetime finances.

Some of the common questions that we hear are:

  • What strategies am I not thinking of to enhance and protect my wealth?
  • Can you help me keep up with changing laws?
  • What are my long-term projections?
  • Am I making the right decisions with my assets?
  • What is the most efficient way to transfer my assets upon death?
  • What taxation strategies should I be employing?

Contact us at (715) 343-9600 to speak to an advisor, or to schedule an appointment for a no-cost, no-obligation consultation. Or, for more information, e-mail us at SchulferAndAssociates@lpl.com.