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.
Coming Soon!
In May The Berrall Kons Wealth Management Group will be joining with The Manders Investment Group to form BKM Wealth Management. At that time our address will change to 20300 Water Tower Blvd, Brookfield, WI 53045. Our emails will change to firstname.lastname@bkmwm.com and we will have new phone numbers. Meanwhile, please contact us at 262-798-3787.