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Milwaukee Office

6320 West Forest Home Avenue

Milwaukee, WI 53220

Tax Services, Financial Services & More In Milwaukee, WI


*These services are offered by Jason R. Rose, Pamela Justus, Cassandra Pasbrig, & Paul S. Wickert.  The investment options with these accounts can be fee based or commission based.  A fee based approach is also known as a Fiduciary agreement.

Retirement account management

  • Rollovers* of IRA’s* or any Qualified Plans*
  • IRA’s*
  • SEP’s*
  • Simple’s*
  • 401K’s*
  • Distribution strategies

Planning & Strategies for:

  • Retirement
  • College
  • Taxes
  • Insurance

*Investment management

  • Brokerage accounts*
  • College 529 Plans*


  • Fixed and Variable Annuities*
  • Life Insurance

Tax and Accounting

Our staff of full time and seasonal tax preparer's can assist our clients with the following:

Tax Preparation

  • Individual
  • Business
  • Fiduciary and Estate
  • Payroll
  • Tax Planning and Consultation
  • Electronic filing