Jannsen + Company
An Accounting, Information Technology, Wealth Management, Human Resources and Payroll Processing firm located in Pewaukee, WI.
Everyone has dreams – of travel, of helping others, of taking care of their family. What are yours? A sound, directed financial profile can help achieve them. Our Method 10™ system brings all the pieces of your financial puzzle into a strategic plan based on your goals. We help create the means to achieve your dreams.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
We are licensed to practice in the following states: California, Connecticut, Florida, Illinois, Iowa, Nebraska, Nevada, North Carolina, Wisconsin
contact: wealthmgmt(at)jannsen.com
You work hard. You won’t always have to, though. Right now you’re building a nest egg for a later time. We’ll help you get there by creating a plan built around your hopes and dreams. We integrate asset allocation and portfolio design so you get the right mix of investments, insurance and overall forward-thinking. Your focus might be on “right now,” but the future is destined to arrive. We’ll have you ready.
Retirement should be a time of exploration, relaxation and fun – not financial worry. Our income projection analysis will see that it isn’t. You’ll have a sound plan in place for distributions from investments, coupled with a strategy to preserve assets and protect loved ones. Go ahead and enjoy – you’ve earned it.
Perhaps you want to leave a legacy. Maybe you just want to ensure that your loved ones or favorite charities are cared for when you’re gone. Whatever the goals, we’ll help structure your estate to protect assets, minimize taxes and follow your wishes. Sound planning can help create fond remembrances.
Simply put, taxes are a drag on your financial future. Taxes are inevitable, but manageable. Drawing on the knowledge of our experienced in-house CPAs, we help reduce the drag with tax-advantaged investing, income tax foresight and estate tax planning. It’s your money. We want you to keep it.
Education is more important than ever, and costlier than ever. Yet, you still want to provide the best opportunities for your children. We’ll help you put the financial foundation in place, whether it’s through a Coverdell Education Savings Account, a 529 College Savings Plan, or a self-structured vehicle. Like yourself, we understand what’s most important in life.
Your business is more than an income source. It might also represent achievement, pride and fulfillment. Let’s be sure that, when you’re ready to let go, you maximize its value and take care of the key people around you. We’ll work to ensure the “success” part of business succession planning.
