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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

43 Years

in Business

Accredited

Business

(262) 784-9690Call Visit WebsiteVisit Website Map & DirectionsDirections13255 W Bluemound Rd Ste 205Brookfield, WI 53005 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Brookfield with Financial Planning Consultants

Elm Grove (1 miles)
New Berlin (7 miles)
Butler (8 miles)
Hales Corners (11 miles)
Greendale (13 miles)
Waukesha (13 miles)
Milwaukee (14 miles)
Lannon (14 miles)

More Info

Email

BBB Rating

Extra Phones

Phone: (262) 784-3751

Fax: (262) 784-3751

TollFree: (800) 776-3613

Payment method

amex, cash, discover, master card, visa

Location

Bishops Woods East

AKA

Review Services Inc

Other Links

https://www.reviewservicesinc.com

http://reviewservicesinc.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (262) 784-9690

Address: 13255 W Bluemound Rd Ste 205, Brookfield, WI 53005

Website: https://www.reviewservicesinc.com

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Review Services

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one. Read More Subscribe to Tax Planning
Charitable Giving
Before donating, check the charity’s name against a credible database. The IRS Tax Exempt Organization Search Tool can help you confirm that you can write off your donation. If you’re donating to an American organization, check their 501(c)(3) status. There are other types of organizations that accept contributions and allow you to take a deduction, but they vary, and sometimes the deduction allowed is as a business deduction, not a charitable contribution. Either way, the ability to accept deductible donations is a key qualifier of a legit charity.
Tax Services
We also maintain relationships with qualified CPAs, attorneys and long-term care specialists. If necessary, these professionals are available to assist with tax preparation, estate planning, and appropriate long-term care protection.
Roth IRA
Income Tax
Every client has a written Investment Policy Statement (IPS) that is unique to his or her set of circumstances. This is based on your financial goals, needs, income tax circumstances (short- and long-term), knowledge of various investments, and risk tolerance. This IPS acts as the guideline for the investment decisions we suggest and clients request us to execute.

Investment Management
Tim is responsible for all aspects of portfolio management. He researches and selects managers and investments while constructing portfolios to match each individual client’s needs and risk tolerance.
Wealth Management
Review Services, Inc. (RSI) helps our clients visualize, define, and achieve their most important personal and financial goals. Our purpose lies in helping you align your financial choices with your higher values. To this end, RSI specializes in creating and implementing a comprehensive personalized financial and wealth management plan for each client.

Accounting Services

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan. Over the next few decades, as life expectancy and years in retirement expanded, financial professionals came up with simple guidelines to determine how much you would need at retirement to maintain your lifestyle.
Long Term Care
Risk Management - coordinate life, health, and disability insurance, as well as long-term care protection and appropriate emergency reserves.
Asset Management
Our investment philosophy maintains that an investment portfolio's asset allocation—the choice of asset classes and allocation of money across them—is a primary determinant of its long-term investment performance. Most investors understand that a more broadly diversified portfolio has less risk. Many investors are surprised to learn, however, that multiple-asset-class diversification tends to simultaneously improve returns over the long run. By designing portfolios that capture the benefits of broad diversification, we help our clients pursue their financial goals with safety in mind.
Living Trusts

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