Courts Financial Strategies
Financial Planning Made Simple
Courts Financial Strategies
Financial Planning Made Simple
Financial Planning Made Simple
Financial Planning Made Simple
We help create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, insurance, retirement, and/or estate planning? We would be glad to help.
We start with a free consultation featuring our unique approach of tax planning. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy, tax plan, and overall strategy to accomplish your pursuits within the confines of your risk tolerance.
Our focus on integrated wealth management and tax planning ensures our clients are keeping more of what they have. We’re fully licensed and credentialed. You can count on our independent firm to provide unbiased recommendations and impartial guidance.
Kenneth enjoys the opportunity to sit down with clients as he takes a deep dive into their financial situation. Providing an overall comprehensive plan that guides clients through all the inevitable events of life. As a tax planner and wealth manager, with a Master's in Finance, he is sure to add a valuable perspective to every client's situation. Outside of work, he enjoys spending time in all manner of outside activities and teaching his sons various skills.
While Tim’s background has focused on education relative to financial and tax planning, his passion is business development through the building of relationships, both individually and with credit union partners. Tim has an MBA with a marketing emphasis and fully understands and desires the delivery of excellent service and growth, delivered properly and professionally, with a customer-centric perspective. Tim has worked alongside Kenneth since 2016.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
2727 N Grandview Blvd, Ste 208, Waukesha, Wisconsin 53188, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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