Home | Stephen A. Barnes, CMFC

Stephen A. Barnes

CMFC

Financial Advisor

262-544-0221

W240N1221 Pewaukee Road
Suite B
Waukesha, WI 53188

sbarnes@wradvisors.com

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Working through retirement questions and concerns.

Have you ever wondered how you can choose between having a nice retirement and leaving money to your kids?

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Changing jobs?

Whether you are moving because you found a new position or because your job was eliminated, it is important to consider all your options for your retirement plan.

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Ready to retire or recently retired?

You've worked hard, you've saved for retirement and now you are ready for the next phase of your life.

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Special needs, special financial considerations

Special needs planning can be complex. I can help guide families through the myriad of questions, concerns and impacts of their financial decisions.

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Small business succession planning

Building a business takes a lot of time, energy and money. Knowing your options when it comes to transferring the business is important from an economic and emotional standpoint.

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Planning to change jobs?

Make plans for your retirement, too. Leaving your current job for greener pastures, bigger challenges or a more desirable work/life balance is exciting. However, as you tie up loose ends, make sure your employer-sponsored retirement plan is on your checklist.

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Retirement is just around the corner

Years of saving and planning are about to reach their apex. You've probably dreamed and planned of a certain retirement lifestyle. Realizing those dreams, in part, comes down to how you manage your resources and your understanding of the financial environment in which you live.

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