Tax Services, Financial Services & More In Milwaukee, WI
Financial*
*These services are offered by Paul S. Wickert and Jason R. Rose.
Retirement account management
(Fee only or commission based)
- 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
(Fee only or commission based)
- Mutual funds*
- Brokerage accounts*
- College 529 Plans*
Insurance
- Fixed and Variable Annuities*
- Life Insurance
Tax and Accounting
Tax Preparation
- Individual
- Business
- Fiduciary and Estate
- Payroll
- Tax Planning and Consultation
- Electronic filing