Broker Check

W240N1221 Pewaukee Road, Suite B, Waukesha, WI 53188

262-544-0221
sbarnes@wradvisors.com
Free Portfolio Risk Analysis

Stephen A. Barnes

CMFC

Financial Advisor

262-544-0221

W240N1221 Pewaukee Road
Suite B
Waukesha, WI 53188

sbarnes@wradvisors.com

Contact Us Meet the Team Schedule A Meeting
Contact Us Meet the Team Schedule A Meeting

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?

Learn More

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. 

Learn More

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. 

Learn More

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. 

Learn More

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. 

Learn More
Planning to change jobs?

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.

Retirement is just around the corner

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. 

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Learn More
Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
View All Resources

Questions? Let's connect

Thank you!
Oops!