Schedule a free call with one of our financial advisors to discuss your most pressing questions related to retirement. This can be an opportunity to get a second opinion to ensure that you are on the right track towards retirement.
Questions we can help answer:
Do I have enough money to retire?
How can I receive affordable health insurance before Medicare starts at age 65?
How should I organize my investments prior to retirement to help minimize my taxes throughout retirement?
What age should I take my Social Security at?
Our advisors can also help answer questions related to selling your business, tax minimization, estate planning, retirement planning and investment allocation.
Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.