Korbitz Financial Planning

A Commitment to Personalized Financial Guidance

Korbitz Financial Planning stands as a beacon of individual-focused financial guidance in the Milwaukee and Wisconsin area. Led by experienced certified public accountant and certified financial planner Eric Korbitz, we believe in fostering genuine, collaborative relationships with our clients to achieve their financial goals.

What Sets Us Apart?

Our core values of transparency, objectivity, and personalized attention set us apart from the traditional financial planning landscape. We operate on a fee-only basis, ensuring our recommendations are purely driven by your best interests, free from any commissions or bias.

1. Fee-Only Financial Planning

• Customized plans tailored to your unique goals, objectives, and risk tolerance.
• Comprehensive analysis of your financial situation, including assets, liabilities, investments, and insurance coverage.
• Developing strategies for retirement planning, estate planning, investment planning, and debt management.

2. Individual Tax Planning

• Comprehensive tax preparation services for individuals and couples.
• Strategies for maximizing deductions, credits, and minimizing tax liabilities.
• Guidance on complex tax issues such as estate taxes, capital gains taxes, and retirement plan distributions.

3. Individual Tax Preparation

• Accurate and efficient filing of state and federal income tax returns.
• Assistance with obtaining tax documents and gathering necessary information.
• Review of your tax situation and recommendations for future tax planning.

Our Approach

We believe in a personalized and collaborative approach to financial planning. Our initial consultations are designed to get to know you, understand your unique goals, and assess your financial health. From there, we develop a customized plan that aligns with your individual needs and aspirations.

Next Steps

If you're seeking personalized, objective financial guidance from a trusted advisor, we encourage you to schedule a complimentary Get Acquainted meeting with Eric Korbitz. During this meeting, we can discuss your financial goals, assess your individual needs, and determine whether our services are a perfect fit for you.