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6320 W Forest Home Avenue, Milwaukee, WI 53220

414-541-4900
fax@acc-u-rite.com
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Our Financial Approach

Personal. Goal-Based. Tax-minded.

We here at Acc-U-Rite Tax & Financial prioritize helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals in life and retirement, and understand your tolerance for risk. We strive to develop long-term relationships with open and honest communication. All of our advisors are fiduciaries, meaning that we will put your best financial interests above all else. All of our advisors are also experienced tax professionals so that we can service both your tax and financial needs simultaneously. We believe that nothing can beat old-fashioned human interaction! Every time you call our office, you will speak with an actual person. We hold our meetings in person or over the phone, whatever is more convenient for you. 

Initial Meeting

First, we will set up a time to meet with you. This initial consultation is 100% free and is where we will discuss your overarching goals, retirement timeline, current assets and liabilities, and other important factors to you. Then, we can curate a plan that takes your goals, risk tolerance, tax needs, etc., into consideration. 

Account Opening

Second, once a plan is established, we create all accounts that need to be opened and serviced. We set up the account, produce the necessary paperwork, and have you sign off on every step along the way before we submit the paperwork for processing. Any transfers or liquidations we also help you take care of in-house! 

Ongoing Support

Third, we personally connect with you throughout the year. We will conduct an annual meeting to review your account with you either in person or by phone. We are a phone call away for your tax questions, financial distributions, account management needs, and more!

What Sets Us Apart?

Having a thorough knowledge of tax law allows us to be your one-stop shop in retirement! Many Financial Advisors are unable to give you specific tax ramifications of any financial move they suggest; however, because of our tax professional designation, we can give you peace of mind that the money moves we recommend will always be considered through a tax-minded lens.

Financial Professionals

Our financial team wants to help you succeed in every financial endeavor. Leveraging our expertise in tax and finance, we aim to provide you with excellent, goal-based wealth management services. Meet our team below!

Meet Us

Financial Services

We have the services and our team ready to assist you at every stage of your financial journey. Explore below to see what services we can help you with today!

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