Will Your Money Last Through Retirement?
We help De Pere and Green Bay area pre-retirees and retirees make decisions for their retirement plan, including income, taxes, healthcare, and Social Security.
- Zero commitment
- Get insight into your plan
- Talk to a CFP® professional
If You Have $500K+ Saved, You're Probably Wondering...
"Can I Actually Afford to Retire?"
You've saved $500K, maybe even $1M+, but every calculator gives different answers. You need clarity, not more confusion.
"When Should I Claim Social Security?"
The wrong decision could cost you over $100,000 in lifetime benefits. We'll help you find your optimal claiming strategy.
"Am I Paying Too Much in Taxes?"
Between 401(k), IRA, and Social Security, poor planning could cost tens of thousands. Strategic Roth conversions and withdrawal sequencing may help.
"What About Healthcare Before Medicare?"
If you retire before 65, bridging the healthcare gap can be one of your biggest expenses. ACA marketplace, COBRA, MNsure—navigating your options feels overwhelming and expensive.
An Experienced Wisconsin Firm with a National Reputation
40
Years serving families in Wisconsin
900+
Current families being guided through retirement
#4 in WI
Ty Bernicke, Forbes Best-In-State Advisor (8 consecutive years)
97%
Client retention rate
Here's Your Next Step
Quick 15-Minute Call
We discuss your retirement goals and timeline. No sales pitch—just an honest conversation.
Get Immediate Info
Walk away knowing whether you can retire, what gaps exist, and your next steps.
Decide If You're a Fit
If it makes sense to work together, great. If not, you still gained valuable insights.
Why Wisconsin Families Choose Bernicke
Hear from clients who've been through the process
“We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.”
John
Altoona, WI
“It’s been a pleasure to work with the Bernicke staff whenever we have had to contact them. They are all polite and courteous when dealing with any of them.”
Tom
Chippewa Falls, WI
“It’s always good to hear this team’s perspective of what’s happening in the markets. I’ve been a client for over 7 years and I’ve been happy with the results with Bernicke Wealth Management.”
Les
Eau Claire, WI
Clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Ready to Get Answers About Your Retirement Plan?
Schedule a free 15-minute call. No obligation. No pressure. Just guidance.
What to Expect: This is a genuine conversation with a CFP® professional, not a sales pitch. You’ll walk away with useful information whether you work with us or not.
