Retirement Services

Wisconsin College Planning, LLC Financial Services offers professional guidance through 3 specific types of financial vehicles:

Financial Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning, including - but not limited to - 529 Plans
  • Estate Plans, including business transition planning
  • Profit Sharing Plans, for the W2 employee and for the Self - Employed
  • Retirement Planning
  • Tax Planning
Insurance
  • Disability Insurance
  • Health Insurance (many options are available)
  • Life Insurance of many kinds
  • Long Term Care Insurance
Investments - General and Specific
  • Bonds
  • Brokerage Accounts
  • Common Stock
  • Education Savings Accounts
  • Government Securities
  • IRAs
    • Roth
    • SEP
    • Simple
    • Treasury
    • Traditional
  • Mutual Funds
  • Annuities

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