Financial Planning Optimizing your dollar
People frequently ask themselves “When can I retire?" or “How much do I need?” We approach these questions from a holistic point-of-view and address items such as insurance needs, cash flow analysis, debt/cash management, budgeting, purchasing a home, college planning, etc. We want you to have a wealthy lifestyle allowing you to enjoy your life however you choose.
What to expect...
One on One Conversations
We ask questions and hold discussions to reveal your thought process, goals, and objectives.
Customized Financial Plan Tailored to your Specific Needs
Everyone is unique. Our job is to understand the differences and create a plan that fits you.
Collaboration with Other Professionals
We work with other professional disciplines (CPAs, attorneys, insurance agents, bankers, etc.), who value integrity and ethics as much as we do, to provide you a cohesive service.
Annual Review
In today’s fast-paced world, your life can turn on a dime. A personalized annual review reflects such changes to ensure you are continuing your path to success.
Ongoing Communication and Education
We are your sounding board. If a financial concern arises, contact us. That is what we are here for.
OUR VALUE PROPOSITION
- As a fee-based* Registered Investment Advisor (RIA), our interests are aligned with yours. Our primary goal is to ensure your success as we are structured to support your interests.
- We view our relationship with you as a partnership. It is our responsibility to listen and understand the hurdles you may face in pursuit of a wealthy lifestyle.
- We utilize sophisticated financial planning software to provide a visual road map to help you accomplish your financial goals.
INTERESTED?
Give us a call at (608) 286-1321 to schedule a discussion with one of our advisors.
Visit our website.
Want to get more insights from our team? Check our blog.
*For LBW's Wealth Management Services we charge a percentage of assets under management. Daniel J. Weiss has the ability to sell insurance based upon clients’ financial needs and/or goals. LBW does not receive compensation for any referrals we make to other professionals.
Photo Courtesy of Rebecca Li.
Copyright © 2019 Leach, Bickmore & Weiss Wealth Management, LLC. All rights reserved.
Credits:
Created with images by Ryan Tir - "Madison Capitol"