Find a Financial Planner in Delafield, WI

 

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We Only Work With The Best Delafield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Delafield, WI


  • Financial Advisor Close to Delafield, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Delafield Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Delafield area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Delafield, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
28.2% of Delafield's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Delafield area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Delafield area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Delafield area an ongoing effort.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Delafield area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Wisconsin has unique laws defining which actions trigger a taxable event and has the 17th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Delafield area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Delafield area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Delafield, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Delafield, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Delafield financial advisors.
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How Retirement-Friendly is Delafield, WI?

  • Population: 7,457
  • % of Population 62 Years and Over: 28.2%
  • Average Home Value: $389,500
  • Average Monthly Housing Cost: $1,447
  • Average Household Income: $130,951
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)


The Top Financial Advisor Firms in Delafield, WI


WARNKE/NICHOLS LTD.

Website

(262) 303-4113

417 N. Genesee Street

Delafield, WI 53018

SEC#: 801-79230
Years in Business: 7 years

MIDLAND FINANCIAL ADVISORS, INC.

Website

(262) 303-4503

524 Milwaukee St.
Suite 300
Delafield, WI 53018

SEC#: 801-70047
Years in Business: 12 years