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Richard C. Elsen
Financial Consultant
Branch Manager
Registered Principal
5707 6th Avenue
Kenosha, WI 53140
Phone: 262-652-7535
Fax: 262-652-7525
Contact Us
Map & Directions |
Our Financial Planning ProcessWe embrace a "planned approach to investing." We listen closely to our clients, analyze their documents and develop a meaningful, well thought out written plan. We help clients plan for a stronger future for themselves, their families and their businesses.
A planned approach to investing is a goal-oriented process focusing on all the financial and personal factors that may have an impact on a client's financial situation. Financial planning may be defined as follows:
- Where you want to go - define a goal,
- Review of investments - where we are today,
- How do we get there,
- Quarterly reviews and performance monitoring,
- Retirement planning,
- Tax planning,
- Education planning,
- Insurance planning and
- Estate and charitable planning.
Our job is to help clients identify and reach toward their personal and financial goals. Our clients come to us in order to gain better control and discipline over their existing financial lives. Working together, we identify financial strengths and weaknesses, choose the best options for each individual situation. We organize and consolodate financial information and recommend improvements. We monitor the results of our planning closely.
A planned approach to investing is a process, it is not a product or a one time transaction. Financial planning provides a long-term strategy for your financial future. We feel that the development of a long-term plan can result in improved financial decisions. "Plan First, Invest Second," is more than a snappy saying, it is the impetus behind our business. By completing a comprehensive financial plan, you create a long-term strategy for your future. This can lead to improved financial decisions.
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