Financial Planners Fort Atkinson WI

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Mr. Thomas W. Hanson, CFP®
(920) 563-6510
807 Madison Ave
Fort Atkinson, WI
Firm
Ameriprise Financial

Data Provided by:
Mr. David R. Blend, CFP®
(262) 473-3151
885 S JANESVILLE ST
WHITEWATER, WI
Firm
EDWARD JONES
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Greg A Schroeder, CFP®
(920) 262-8126
205 N Second Street
Watertown, WI
Firm
BMO Harris Financial Advisors
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Malinda R. Weisensel, CFP®
(920) 478-7019
210 W Madison St
Waterloo, WI
Firm
LPL FINANCIAL
Areas of Specialization
Banking, Education Planning, Investment Management, Retirement Planning, Women's Finances, Young Professionals
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. J. Bernard Fiedler, CFP®
(262) 392-3049
S52W34098 Moraine Hills Dr
Dousman, WI
Firm
Waukesha State Bank
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, General Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Mark A. Meier, CFP®
(920) 568-3601
202 S Third Street W
Fort Atkinson, WI
Firm
R. Meier, Inc.
Areas of Specialization
Accounting, Asset Allocation, Education Planning, Employee and Employer Plan Benefits

Data Provided by:
Mr. Donald R. Brown, CFP®
(608) 884-9393
240 Craig Rd
Edgerton, WI
Firm
Albion Wealth Management, Inc.
Areas of Specialization
Asset Allocation, Banking
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Nick A. Witte, CFP®
(920) 261-2375
535 Milford Street
Watertown, WI
Firm
Ameriprise Financial
Areas of Specialization
Tax Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided by:
Mr. Michael E. Williams, CFP®
(920) 261-0511
402 Bernard St
Watertown, WI
Firm
Ameriprise Financial
Areas of Specialization
Retirement Income Management, Tax Planning, Wealth Management

Data Provided by:
Mr. Jeffrey S. Taylor, CFP®
(920) 262-2298
109 Oakridge Ct
Watertown, WI
Firm
ISB Financial Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Retirement Planning, Wealth Management

Data Provided by:
Data Provided by:

Number Crunch

Surviving a Stre$$ful Economy

By Lisa James and Allan Richter

March 2009

Our country is facing the kind of economic crisis we haven't seen since
the Great Depression, and you're probably worried about your financial security.
Learn how to protect yourself against the psychological and physical fallout.

First the housing market imploded, then the banks stumbled, then sales of cars and other durable goods fell with an ominous thud. As a result layoffs have ravaged some of the country's biggest corporate icons: 10,000 jobs lost at Boeing, 10,000 at GM, 7,200 at Caterpillar, 6,700 at Starbucks.

The federal government counted nearly 4.8 million Americans receiving unemployment benefits at the end of January, with no end in sight.

You can find the victims of an economy in free fall everywhere. Emily, 56, and Marie, 47, were both among 50 people laid off in December from the IT department of a New York electronics firm. Even as they seek career counseling at a suburban New York State Labor Department office, Emily and Marie (who asked that their last names not be used) both fear that they are overqualified in whatever is left of today's job market. As Emily puts it, "Age is against us. Our experience is against us. We understand we have to take cuts in salary." Marie adds, "We're re-learning how to interview."

The Health Toll of a
Bad Economy

55%
People age 45 and older who are concerned about being able to afford healthcare

22%
Those who have delayed seeing a practitioner

16%
Those who have cut back on preventive care

Comparisons have been drawn between the current crisis and the Great Depression - and with good reason. "We haven't seen anything of this magnitude for 70 years," says Barry Shore, PhD, professor of decision sciences at Whittemore School of Business and Economics, University of New Hampshire.

Some people are drowning in economically driven fear. One of them was Ervin Lupoe of Wilmington, California; both he and his wife, Ana, had lost their jobs at Kaiser Permanente West Los Angeles Medical Center. Police say that on the night of January 27 Lupoe shot his wife and five children before killing himself the next morning. Between the mortgage company and the IRS the Lupoes owed $17,500, with thousands more on a home equity credit line.

Such tragic stories may be rare but the effects of economic stress are not. In a 2007 survey by the American Psychological Association (APA), 74% of Ameri­cans rated work as a "significant source" of stress, with money right behind at 73%. This was before the current crisis started; it would be hard to imagine that those figures are any lower now.

Long Shadows

As grim as they are, unemployment numbers tell only part of the story. According to a survey by the American Association of Retired Persons (AARP), nearly 60% of all Americans 45 and older have lost money on their investments, including their 401(k)s, and o...

Click here to read the rest of this article from Energy Times