15-Minute Retirement Strategy Call
Identify gaps in your retirement plan and walk away with actionable insights from a CERTIFIED FINANCIAL PLANNERâ„¢ professional
- Watch the Video
- See If We're a Good Fit
- Book Your Call
Step 1: Watch Video
Step 2: See If We're A Good Fit
To understand if we are a good fit, start by completing the form below. Once completed, you will be invited to book a meeting where we can begin to help you with your retirement plan.
Schedule 15-Minute Retirement Strategy Call
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Frequently Asked Questions
What exactly happens during the 15 minutes?
One of our advisors will ask a few questions about where you are in your retirement journey, then help you identify potential gaps in your plan — whether that’s tax planning, income timing, or investment structure. It’s a focused, straightforward conversation designed to give you something useful right away.
Is there any cost or commitment?
There is no cost or obligation for an initial meeting with a financial advisor at Bernicke Wealth Management. This conversation will allow us to understand your goals and financial situation, and it will allow you to ask us questions.
The purpose of this conversation is to help you determine if our team can add enough value to justify putting together a more thorough plan.Â
Book a 15-minute call today and you’ll gain:
- Clarity on your retirement timeline and goals
- Insights into potential gaps in your retirement plan
- Actionable next steps for your retirement journey
What is the minimum to become a client?
To help ensure an optimal client experience, we focus on individuals over 50 who are within five years of retirement and have a minimum of $500,000 in investable assets.
How are your fees structured?
Our fee is a simple percentage of the assets we manage — no separate charges for tax planning, investment reviews, or the other services included in our comprehensive approach. The exact percentage varies based on your investment amount and situation, but typically averages around 1%. We’ll always show you a clear side-by-side comparison of what you’re paying now versus what you’d pay with Bernicke before you make any decisions — so there are no surprises.
Do you serve families nationwide?
Yes — while our offices are in Wisconsin and Minnesota, we’re licensed to work with families across 34 states. We meet with many of our clients virtually, so working with us is easy, no matter where you’re located.
