Hunting Financial Planners Milwaukee WI

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William Baxter
Paladin Partners, LLC
(414) 202-8900
250 East Wisconsin Avenue
Milwaukee, WI
Expertises
Advising Entrepreneurs, Advising Medical Professionals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

James Cantrell
Financial Strategies Inc.
(262) 821-1664
13555 Bishops Court
Brookfield, WI
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Matthew Goihl
SJA Financial Advisory, LLC
(414) 390-1499
800 Woodland Prime, Suite 100
Menomonee Falls, WI
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities, Tax Planning, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Daniel Stobba
Stobba Financial Planning
(414) 425-3610
10258 West Cascade Drive
Franklin, WI
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mark Ziety
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Middle Income Client Needs, High Net Worth Client Needs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Eric Korbitz
Korbitz Financial Planning LLC
(414) 979-1040
700 Pilgrim Parkway, Suite 300
Elm Grove, WI
Expertises
Tax Planning, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

Paula Hogan
Hogan Financial Management, LLC
(414) 352-9111
250 W. Coventry Court, Suite 202
Milwaukee, WI
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Ongoing Investment Management, Advising Medical Professionals, College/Education Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MS

Jay Czarapata
SVA Wealth Management, Inc.
(262) 923-5199
18650 W. Corporate Drive Ste 200
Brookfield, WI
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPS

Kevin Reardon
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Kenneth E. Karr, CFP®
(414) 755-2309
3112 West Highland Blvd
Milwaukee, WI
Firm
Highland Investment Advisors LLC
Areas of Specialization
General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



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Financing a Hunting Trip

For most on here there is a dream trip floating up around in their heads but there is a question of how to pay for it.  This has been a problem for all hunters that wish for that elusive moose, bear, goat, sheep, elk, deer, or any other hunt where you are required to hire a guide or you choose to hire one for that hunt of a lifetime.   

First off I am not a financial planner I am just a hunter that learned a long time ago that even with a great job there are going to be some things that will just stay as a dream unless you do something about it, and that time is now.  It was over 35 years ago when I was talking with a gentleman and he happened to ask me the $60,000 question at that time.  He asked me what I was doing with all of my money.  At that time all that I was concerned with was that I had food in my stomach and gas in my truck, the rest didn’t matter.  I was what they would call foot loose and fancy free.  He then asked me what I enjoyed doing and how much money it would take to continue to do these things.  At that time my bank balance looked close to the national debt.  A few years earlier I had spent every penny that I had for a brown bear hunt in Alaska when I was 19.  That trip had taken all of my savings from all the odd jobs that I had through high school and the summers of lawn mowing.

This man that I had been talking to was a financial planner and he offered to have me come into his office and to plan for my future.  Now I had a great job working for a fine company and I didn’t figure that there would be any problems doing what I wanted to do.  He however sat me down and started to explain just what it would take to be financially secure in my retirement years.  That first visit with him set in motion a savings plan that would eventually grow into my hunting account.  At that time I decided to invest money into a mutual fund along with a term life insurance program that his company offered.  At that time I didn’t miss the money and then over the years it started to grow and grow.  Then when the company that I worked for started a 401K plan I began putting money into it at the maximum rate that I could.  Now the 401K would be for my retirement and the other plan was set up for my hunting account. 

Now that I am retired my hunting account is to the point that I can withdraw enough funds for a real nice hunt of my choice each and every ...

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