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Individuals > Financial Planning

Financial Planning

Working With A Financial Planning Advisor

Mersberger Financial Group has a dedicated Financial Planning Team consisting of multiple Certified Financial Planners in Wisconsin, who focus on developing customized financial plans built around the goals clients discuss with their trusted advisor. Each plan is customized to fit the unique and specific goals of each client.

Personal Financial Planning
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Financial Planning for your Journey

WORKING WITH A CFP

Our plans address the five essential areas of a financial plan, which include money management, financial planning, estate distribution, tax planning strategies, and asset protection.

Our financial plans are built using cutting-edge software that allows our Certified Financial Planners to create and update in real-time. The financial plans are dynamic in nature and give us the flexibility to model various scenarios to help answer important planning questions and have a better understanding of how you can get to your next financial milestone.

Financial Planning Team

Financial Planning

What's included
THE FINANCIAL PLANNING PROCESS
Financial Planning Chart
FINANCIAL PLANNING

A comprehensive financial plan which illustrates the key main areas of:

  • Tax planning
  • Income planning
  • Estate planning
  • Risk management
  • Investment planning
PORTFOLIO REVIEW
  • Periodic review of your financial status
  • A complete report showing a review of your assets
  • A complete report showing a review of your financial plan
  • Access to the client portal
DYNAMIC PLAN
  • Illustrate various scenarios in real-time
  • Strategize ways to improve your plan’s chance of success
  • Recognize the variables that impact how and when to reach your goals
MARKET ANALYSIS
  • The plan is stress-tested through various scenarios of different market rates of returns
  • We explain how markets will impact your plan’s success
  • We find ways to better mitigate risks with factors we can control within the plan
Deliverables
  • Customized Financial Plan
  • Wealth Accumulation for Retirement
  • Retirement Income Strategies
  • Social Security Analysis
  • Medicare Analysis
  • Longevity Planning
  • A Variety of Other Financial Goals

Ready to schedule your no-cost discovery meeting?

FINANCIAL PLANNING
INDIVIDUALS
FOUNDATIONAL PLANNING
INDIVIDUALS
FINANCIAL EDUCATION

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