It starts with a plan

Comprehensive Financial Planning - Brookfield, WI

We firmly believe that a well-constructed financial plan, combined with a trusted, proactive financial advisor, can empower you to fully enjoy your wealth while also providing you with valuable time to do so.

BKM’s financial planning process is the foundation we use to make choices and tackle the following questions:

How can you make your money last?

When and how can you retire with confidence?

How should you invest your money?

Where will your income come from?

When should you start Medicare?

Should you do a Roth conversion?

How should you fund education expenses?

When should you take Social Security?

When should you start your pension?

What tax strategies should you consider in retirement?

How do you prepare for and respond to events throughout retirement?

When and how should you address your legacy and estate goals?

What type of retirement plan is right for your small business?

What happens to your family's finances if you divorce?

We can assist you in developing and sustaining a comprehensive financial plan that answers the questions above by considering longevity, tax efficiency, estate and legacy concerns, charitable giving, liabilities, distribution and income strategies, insurance, asset allocation and risk management, and other factors. We can then help you execute the plan by offering consistent, disciplined investment management, tax planning, and attentive local account servicing.

BKM’s planning process leverages modern technology so that you always know where you stand. You can track your plan online or on your phone.

Ready to get started?

Our Services

We are a family-owned business serving a select group of individuals, families and business owners in all areas of financial planning.

Financial Planning

Investment Management

We understand that a lot is riding on your investments: retirement, children’s or grandchildren’s education, your financial legacy. Your portfolio and financial plan should get the attention they deserve.

Investment Management

Tax Planning

At BKM Wealth Management we understand that holistic financial planning must include advanced tax planning.

Tax Planning

Estate Planning

BKM Wealth Management's Financial Advisors can work with your attorney and accountant to ensure that your heirs' risks are managed and that your assets transition as efficiently and smoothly as possible.

Estate Planning

Business Retirement Plans

With more than 30 variations of qualified retirement plans available to private businesses today, finding the right plan to meet your company's needs can be a daunting task. This is where BKM Wealth Management can help.

Business Retirement Plans