Precision Financial Planning | Advisor Firm in Thiensville, WI


     

    We inspire you to be intentional in your financial planning and more precise in the goals you want to achieve in life.

     

    Intentional Financial Planning

    We are an independent, planning-focused financial advisory firm with more than 25 years of experience.

    Our commitment is to educate you on financial strategies and the options available to you, so you are empowered to make more informed decisions.

     

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    Who We Serve

    We guide an array of clients through periods of financial transitions by helping them meet their income needs, educating them on the importance of tax efficiency, and managing their overall portfolios.

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    Facing Financial Transitions

    Manage the financial challenges of life’s changes.

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    Pre-Retirees

    Make sound choices for your coming retirement years.

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    Retirees

    Live the retirement lifestyle you envision.

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    Business Owners

    Pursue your personal financial goals and business objectives.

    ​Who We Serve​

     

    How We Help

    We offer a wide range of financial planning strategies and services to help you address the expected and unexpected changes you may face.

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    Planning for Financial Transitions

    Make prudent financial choices, even in difficult times.

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    Preparing
    for Retirement

    Build a strategy to plan for your comfortable retirement.

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    Living in
    Retirement

    Target the distribution of your assets in a tax-advantaged or tax-efficient way.

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    Estate
    Planning

    Create a plan for the management of your assets and property.

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    Business
    Planning

    Plan every stage of your business from growth to succession.

    See Our Services​

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    A Recognized Wealth Manager

    Rich Nagel of Precision Financial Planning has been awarded the prestigious 2021 Five Star Wealth Manager Award and has earned the award for the last 10 consecutive years.

    Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,036 Milwaukee-area wealth managers were considered for the award; 166 (16% of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.