A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Welcome to WealthPlan, LLC.

Look at where you are in life and the events that led you here. More than likely, your experiences weren’t the same moments in each stage. Different changes came your way, affecting details like where you work, where you live, who depends on you, and more.

Perhaps you’re even in the middle of a transition now, awakening a new stage for you and your family. Have you recently:

  • Switched employers?
  • Settled a divorce?
  • Become widowed?
  • Served as a caregiver for your parents?
  • Experienced any other change in your life?

No matter how much you prepare ahead, you can’t always predict when new events come your way and how they may impact you. Properly managing these transitions is essential for maintaining your happiness and normalcy. Add managing your investments into these changes, and you have even deeper responsibilities to oversee.

At WealthPlan, we focus on providing a central point of contact and advisory guide for our clients, so they have financial support throughout each life stage. We believe that your investments shouldn’t create unnecessary complexity and stress. You also don’t have to feel alone when managing your retirement accounts, making decisions in the dark.

You’ve worked hard and saved for your retirement. Our WealthPlan team can help ensure you keep up with the momentum and manage your financial life with care.

WealthPlan, LLC Staff

Our staff at WealthPlan, LLC.


Our staff at a recent client appreciation event.

Let's Get Started

Featured Radio Show Topics

Mike and Len both contribute to a weekly radio show providing timely insights into financial education for Northeast Wisconsin listeners.

Review Topics

Explore How We Can Help You

You don’t have to manage your financial life alone. Our team is ready to help oversee your responsibilities and maximize your opportunities.

Learn more

Schedule Your Complimentary Consultation

You can start exploring a new path to your goals today. Contact us today for your complimentary consultation.

Schedule Now

Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.