Waukesha Financial Planners
Waukesha Financial Advisors

The Berrall Kons Wealth Management Group

Our mission is to help a select group of individuals and family businesses realize their goals, and afford them the time and confidence to enjoy their passions.

Financial Advisors Putting You First

Our financial advisory practice is focused on three major areas:
  • Retirement Planning & Income Planning  - Helping families invest for retirement and giving them the confidence they need to enjoy it.
  • Corporate Retirement Plans - Consulting with business owners to create and maintain a retirement plan that meets the owner's needs and helps the employees get on-track towards retirement. This often involves the implementation of 401k, Profit Sharing, and Pension Plans. We also provide the ongoing employee education and plan reviews.
  • Divorce Financial Analysis - Helping divorce attorneys and their clients plan for the financial aspects of divorce and life after divorce.