Your retirement income-focused financial professionals

in Brookfield, Wisconsin



Be Prepared for Retirement -- It's What We Do.

  • Personalized Retirement Checklists
  • Guided Retirement Income Planning
  • Long-term Care Planning
  • Estate and Tax Planning
  • Money and Wealth Management
  • Life and Long-term Care Insurance
  • Financial Seminars and Webinars
  • College Financial Planning
  • A+ Accredited by the Better Business Bureau

The very purpose of our relationship with you is to skillfully guide informed decisions to a happy retirement. Welcome!

Short-term Economic Briefing:  {Your Personal Money within Our Nation's Economy}

CLICK -- for our latest SHORT-TERM ECONOMIC BRIEFING (Mid-May 2021)
We Are a TRUE Long-term Partner

We Are a TRUE Long-term Partner

Experienced, knowledgeable, and small enough to truly care: 

  • Objective
  • Accountable
  • Knowledgeable

SO EASY to contact us!
An Important Distinction 

An Important Distinction 

Our investment methodology is unique: it actively applies these principles:

  The Nation's "Business Cycle"

  •  Phase 1. Economic Expansion (Recovery)
  • Phase 2. Peak (Economy at Highest Level)
  • Phase 3. Contraction (Recession)
  • Phase 4. Low (Trough - Economy Hits Bottom)

      Your "Financial Life Cycle"

  • Phase 1.  Asset Accumulation
  • Phase 2.  Asset Growth
  • Phase 3.  Asset Preservation
  • Phase 4.  Retirement Fine-tuning
  • Phase 5.  Estate Distribution
Financial Life Cycle - It's Important
Experienced Professionals

Experienced Professionals

More than just skilled and professional money managers:

  • Caring portfolio work
  • Active involved listening
  • Conscientious customer service
  • Regular but useful communication
  • Valuable seminars & materials
Our clients send us their friends and family

"Up Close and Personal" -- Get to know one of our advisors better!

Let us know how we be of can help!

Click here to see a photo of Alf Hickey, CFA

Read more -- "Partly Personal-(Alfred Hickey)"

Sound Investing Can Be Learned. Want To Know More?

Have fun challenging yourself with our quiz: "My Investment Awareness."

Our Process is Confidential; it is Highly Customized to Your Goals.

Our Process is Confidential; it is Highly Customized to Your Goals.

Sharing a Wealth of Skills: Our feature . .  "Take a Deeper Dive"

Each feature article is prepared by one of our advisors. Welcome!

CLICK -- for our latest "Deeper Dive" (Smart Do It Yourself Investing)

CURRENT SPECIAL FOCUS: Long-term Care Can Devastate Your Retirement

How to Pay for Long-term Care?

We are Fiduciaries.  We advise in YOUR best interests.

When we make a recommendation regarding any account, securities transaction or investment strategy involving securities, the regulation entitled Best Interest (Reg BI) requires all financial professionals to act in the best interest of the customer. We must not, by law, put any financial or other interest ahead of YOUR best interests.

Learn More Here - Best Interests

It's easy to contact us about financial planning: a) Use this form; b) Use the "Schedule an Appointment" link; or, c) Call 800-757-6837. Welcome!  [This link is NOT for vendors or salespersons. Thank you.] 

Thank you!