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INVESTMENT PLANNING & ADVISORY SERVICES

Specializing in Retirement Services and Income Planning


FEATURED ADVERSTISEMENT

Kim Steinbrenner, CRPC® on Retirement Planning – as featured on WISN 1130AM & WTMJ 620AM

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OUR COMPANY

Steinbrenner Financial Group was founded in 1993. As an independent investment firm we offer personalized investment planning and advisory services based on your income and legacy goals.

In addition to our financial services we also have access to legal counsel and certified tax professionals which can offer a more well-rounded approach to creating your ultimate financial plan.

Our goal is to work with you to create the programs that best fit your financial needs immediately and finalizing your plans for future income so you can take the opportunity to enjoy your retirement instead of worrying about what the future brings.

Schedule a Courtesy Consultation!

SERVICE AREAS

Approaching retirement can be an overwhelming process, especially if you don’t have a plan for your future income needs.

There are many factors to consider including your impending loss of income due to retirement, the ability to coordinate and maximize your Social Security benefits, along with your other income opportunities, like inheritances; all while being able to leave a legacy for your family.

  • Investment Advising

    Whether you need help with your 401K rollover, family inheritance or other financial service needs, we can outline a very specific /personalized plan to best maximize the retirement income available to you. Having an independent investment advisor may be most advantageous for maximizing your portfolio potential and satisfying your income needs.

  • Income Planning

    We utilize a specific formula that considers your income needs and coordinates it with all of your assets and income, to present to you a personalized retirement outline. This serves to help you better anticipate when changes will be occurring and to possibly prevent missteps due to inactive planning.

  • Outside Resources

    In addition to financial services, we also have access to legal, tax and estate planning resources, to better service your estate needs. When considering a thorough financial plan, many of these other services go hand in hand. As a client of our firm, you may be eligible for discounted services through our referral system.

Planning the retirement life that you envision.

Steinbrenner Financial Group

FEATURED RADIO ADS

Live on WISN 1130AM & WTMJ 620AM

Individualizing a Retirement Plan for You

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Trusted Advisors Offering Diversified Opportunities

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RESOURCES

The Heartland Organization
http://www.theheartlandorg.com

Another agency that we operate separate from our financial business that concentrates on trust and estate planning. Specializing in elder law, probate, guardianship, and real estate, Attorney James M. Weber and The Heartland Organization can guide you to achieve your legacy goals.

RDK Tax & Accounting
http://www.rdktax.com/

As a client of our firm, you may be eligible for discounted tax services through this certified public accounting firm.

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CONTACT STEINBRENNER FINANCIAL GROUP

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STEINBRENNER FINANCIAL GROUP

530 N. 108th Place
Suite 203
Wauwatosa, WI 53226​

  • (414) 266-1900
  • (800) 515-5314
  • (414) 266-1903
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