Oconomowoc Financial Advising Articles

Sample Reviews

A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Oconomowoc Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Oconomowoc Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Oconomowoc Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.
A

Rating
I have worked with
Oconomowoc Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Oconomowoc Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Oconomowoc Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Oconomowoc Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Oconomowoc Financial Planners Provider Name Locked
,
Oconomowoc Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Oconomowoc Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Oconomowoc Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Oconomowoc Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Oconomowoc Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Oconomowoc Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Oconomowoc Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Oconomowoc Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Oconomowoc Financial Planners Provider Name Locked
notified me that since
Oconomowoc Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Oconomowoc Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Oconomowoc Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Oconomowoc Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Oconomowoc Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Oconomowoc Financial Planners Provider Name Locked
. (
Oconomowoc Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Oconomowoc Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Oconomowoc Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Oconomowoc Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Oconomowoc Financial Planners Provider Name Locked
,
Oconomowoc Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Oconomowoc Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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All Financial Planners in Oconomowoc, WI

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

Accurate Tax and Accounting Services

14620 Mesa Court
Brookfield, WI

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Annex Wealth Management LLC

12700 W Bluemound Rd
Elm Grove, WI

Attorney Cooper

6001 W. Capitol Drive, Suite 208
Milwaukee, WI

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

COLLINS FINANCIAL GROUP

11270 W PARK PL
Milwaukee, WI

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Credit Repair Milwaukee

701-749 Wisconsin 32
Milwaukee, Wi

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES CO

7406 W LAYTON AVE
Milwaukee, WI

Frank Medina Insurance Agency Inc

4406 S 68 St Unit 104
Greenfield, WI

Global View Capital Advisors

N14 W23833 Ridge Dr. Suite 350
Waukesha, WI

Godsell & Hughes Financial, Inc.

N56W14801 Silver Spring Dr
Menomonee Falls, WI

GREGORY TURAY, CPA

8860 Woodbridge Dr
Greendale, WI

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Highland Investment Advisors, LLC

3112 W Highland Blvd
Milwaukee, WI

iBank

3090F Pullman St
Costa Mesa, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Joe Bonow - State Farm Insurance

1601 E. Racine Avenue #102
Waukesha, WI

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

MCSHERRY ANDERSON LLC

875 TOWNLINE RD
Lake Geneva, WI

Meade IRS Tax Group

5433 West Fond Du Lac Avenue
Milwaukee, WI

Milwaukee Debt Consolidation

815 North Jefferson Street
Milwaukee, Wi

Mortgage Statz

6226 Jeffers Dr
Madison, WI

Mutual of Omaha

108 N Main St
Oconomowoc, WI

NAGEL WEALTH MANAGEMENT

1045 N GLEN OAKS LN
Mequon, WI

NEW YORK LIFE INSURANCE

135 S 84TH ST
Milwaukee, WI

NORTHWESTERN MUTUAL FINANCIAL NETWORK

1131 Prairie Dr Ste 100
Racine, WI

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Patriot Financial

106 N Milwaukee St
Waterford, WI

Phillip Funeral Homes, Inc.

1420 W Paradise Dr
West Bend, WI

Phone Service Washington

500-598 15th St NW
Washington, Di

PRIME FINANCIAL SERVICES INC

909 N MAYFAIR RD
Milwaukee, WI

Primerica Financial Services

1100 Sheridan Rd
Winthrop Harbor, IL

PyraMax Bank

1015 Marquette Ave.
South Milwaukee, WI

PyraMax Bank

7001 W. Edgerton Avenue
Greenfield, WI

Review Services Inc

13255 W Bluemound Rd
Brookfield, WI

Richman Financial Services

10125 W. North Ave
Milwaukee, WI

ROBERT W BAIRD & CO INC

N14 W23777 STONERIDGE DR
Waukesha, WI

S P Johnson Group

293 Mulberry St
Buffalo, NY

SCHAN TAX SERVICE

N64 W24801 MAIN ST
Sussex, WI

Serenity Financial Consulting, LLC

205 Circle Dr
Bozeman, MT

SHORECREST MORTGAGE

11520 N Port Washington Rd Ste 101A
Mequon, WI

Small Business Accounting Solutions LLC

1025 S Moorland Rd
Brookfield, WI

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

STEVEN J POPE

4400 N BROOKFIELD RD
Brookfield, WI

The JNR Group

2407 S 79th Street
Milwaukee, WI

Thrivent Financial

407 S 2nd St
Delavan, WI

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

ZIEGLER INVESTMENT SERVICES GROUP

3333 N MAYFAIR RD
Milwaukee, WI

ZIEMANN FOUNDATION INC

830 ARMOUR RD
Oconomowoc, WI

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