WISKIRCHEN FINANCIAL GROUP
PROFESSIONAL. PERSONALIZED. PLANNING.
WHAT WE DO
Mission Statement
Creating and executing client-driven and goal-oriented financial solutions for all seasons of life.
Our Financial Planning Services Include:
Retirement Planning
Investment Planning
Social Security Planning
Education Planning
Estate Planning
Insurance Planning
Financial Planning for Businesses
Tax Planning
WHAT TO EXPECT
Working as a team, Wiskirchen Financial Group is able to offer clients a professional and personal planning experience unique to them. Through clear communication, clients have come to VALUE and TRUST the security and peace of mind their services provide.
Discovery Process
Introduction process to share and establish client’s needs and goals.
Planning Process
Presenting a personalized financial plan based on the client’s goals and objectives.
Implementation Process
Execute the financial plan agreed upon.
Monitoring Process
Consistent and ongoing oversight that’s proactive and adjustable to ensure the client’s goals are being met.
Discovery Process
Introduction process to share and establish client’s needs and goals.
Planning Process
Presenting a personalized financial plan based on the client’s goals and objectives.
Implementation Process
Execute the financial plan agreed upon.
Monitoring Process
Consistent and ongoing oversight that’s proactive and adjustable to ensure the client’s goals are being met.
WHO WE ARE
As a team of independent financial fiduciaries, we take seriously the responsibility of assisting our clients in their personal financial decisions and investments. We strive to provide comprehensive financial plans and portfolio management with the goal of helping them achieve their financial goals. We value our clients trust in us.
Barry R. Wiskirchen
Founder and Lead Financial Advisor
Blake C. Wiskirchen
Financial Advisor
Penni Wiskirchen
Office Administrator
Mark Kelly, CFA
Strategic Partner
Jasen Dahm, CFP®, CPA
Strategic Partner
Check the background of investment professionals on FINRA’s BrokerCheck.
CLIENT RESOURCES
CONTACT US
Lexington Square Office
11649 N. Port Washington Rd. STE 222
Mequon, WI 53092
Contact Info
Barry Direct: 414-501-1231
Blake Direct: 414-501-1255
Fax: 262-302-4837
Email Barry: barry@wiskirchenfinancial.com
Email Blake: blake@wiskirchenfinancial.com
