Estate Planning

Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Will your legacy unfold according to your wishes, and in a tax-efficient manner?

After decades of hard work, many of our clients find themselves in the position of considering these all-important questions. We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.

We can help with...

We refer our clients to a trusted group of CPAs and estate planning attorneys, and work with those professionals to help ensure that your legacy proceeds according to your wishes, and in an organized and tax-efficient manner.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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Retirement Wealth Solutions, LLC (RWS) is an SEC registered investment adviser located in Marshfield, Wisconsin. RWS and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which RWS maintains clients. RWS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. RWS’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of RWS’s web site on the Internet should not be construed by any consumer and/or prospective client as RWS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of RWS's current written disclosure statement discussing business operations, services, and fees is available from RWS upon written request or at adviserinfo.sec.gov.
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