Your Qualified Retirement Planning Advisor
Creating personalized financial strategies for a confident and lasting legacy.
Invest in Your Legacy Family's Future Retirement
Empowering Your Path to Financial Confidence
Your financial future is just as important to us as it is to you. That’s why Thomas Wittkopf, a qualified and dedicated financial advisor, is committed to guiding you on the path to financial freedom. His mission? To empower you with personalized strategies that aim to secure your family’s wealth and establish a lasting legacy.
Why Choose Thomas Wittkopf as Your Financial Advisor?
At the heart of Thomas’s approach lies a genuine passion for helping clients like you optimize their finances, planning for a worry-free retirement and a prosperous future for generations to come. By focusing on key areas such as retirement planning, estate management, income strategies, and legacy building, Thomas creates tailor-made strategies that cater to your unique financial needs and goals.
With Thomas Wittkopf by your side, you’ll gain a true partner in your journey towards financial confidence. We hope you will trust in his dedication and unwavering commitment to your future as you embark on this crucial journey together. Plan your family’s wealth and create a lasting legacy with Thomas Wittkopf, your Retirement Planning Advisor.
Discover, Strategize, and Pursue: A Comprehensive Approach to Your Financial Success
Embark on a personalized financial journey with our three-step process designed to understand your unique needs, develop tailored strategies, and provide ongoing support for lasting success. From retirement planning to employee benefits and education savings, our specialized guidance and commitment to monitoring and education ensure that you and your employees make informed decisions and confidently work toward your financial goals. Experience the difference of a comprehensive approach that puts your financial well-being first.
Customized Retirement Strategies
Our process begins with an in-depth consultation to understand your unique financial situation, goals, and requirements. Whether it’s planning for retirement, aiming to secure your child’s education, or providing employee benefits, we take the time to listen and identify your specific needs.
Develop a Customized Strategy
Based on our assessment, we design a personalized financial strategy tailored to your objectives. This may involve selecting the right annuity product, creating an estate plan, setting up a Qualified Tuition Account, or implementing a group retirement savings plan for your employees. Our guidance aims to ensure that every aspect of your financial plan is set up for success.
Monitor, Adjust, and Educate
Our commitment to your financial well-being doesn’t end with the initial plan. We provide ongoing monitoring, support, and adjustments as needed and aim to ensure your financial plan remains aligned with your goals. Additionally, we offer educational resources and insights to help you and your employees make informed decisions about your financial future. With our comprehensive approach, you can feel confident that your financial goals are within reach.
Get to Know Us
Thomas Wittkopf: A Legacy of Financial Expertise
Thomas Wittkopf, a dedicated Financial Advisor, has been helping clients pursue their financial goals since 1998. With a strong family legacy in the banking and finance industry, Thomas followed in the footsteps of his father and grandfather when he joined the State Bank of Florence in 1997. His passion for assisting individuals and businesses in navigating their financial journeys led him to pursue a career as an Investment Advisor Representative the following year.
With over two decades of experience, Thomas has honed his skills in various aspects of financial planning, including retirement planning, estate planning, income planning, and creating financial legacies. His deep understanding of the financial landscape and commitment to personalized service enables him to build strong relationships with his clients, helping them confidently work toward their financial objectives.
Thomas’s dedication to financial quality stems from the values instilled in him by his family’s long-standing tradition in the banking sector. As a third-generation financial professional, he takes pride in continuing the legacy of providing exceptional financial guidance to clients and making a lasting impact on their financial well-being. Let Thomas Wittkopf empower your financial journey and create a bright, confident future for you and your loved ones.
Sherry A. Larson: Delivering Exceptional Service
Sherry Larson began her career in the financial industry in 2014, where she currently serves as Executive Assistant. In her role, Sherry works closely with Thomas Wittkopf to facilitate client requests and assists with administrative and operational duties related to client accounts. She prioritizes building strong relationships between clients and advisors as her main goal.
Sherry was born and raised in rural Wisconsin, where she learned the importance of a strong work ethic and the value of relationships with family, friends, and the community. She considers the beautiful “Northwoods” of Wisconsin her home, where she resides with her husband, Brian. During her free time, Sherry enjoys cheering on her grandson at ball games, spending time with her daughter, and pursuing hobbies such as tending to her perennial gardens, going on nature walks, and traveling.
Sherry A. Larson
Insights & Market Commentary
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning, estate planning, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide expert advice and guidance to help clients achieve their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning, estate planning, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
Our approach to helping clients navigate market volatility involves a personalized and proactive strategy, tailored to each client's unique financial goals and risk tolerance. We begin with an in-depth consultation to understand your financial situation, objectives, and concerns about market fluctuations. Based on this assessment, we develop a customized financial plan that is designed to withstand market volatility while staying aligned with your long-term goals.
As part of our ongoing commitment to your financial well-being, we monitor your investments and the market conditions, making adjustments as needed to ensure your financial plan remains on track. Additionally, we offer educational resources and insights to help you make informed decisions about your financial future, empowering you to face market volatility with confidence.
Our expert guidance and comprehensive approach ensure that you can navigate market volatility effectively while staying focused on achieving your financial goals.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
Navigating the complexities of personal finance can be challenging, but our team of seasoned financial professionals is here to support you every step of the way. We are dedicated to offering personalized advice and guidance tailored to each client’s unique needs, aiming to ensure they progress towards their financial objectives. In this section, we’ve assembled a collection of frequently asked questions to give you insight into the role of a financial advisor, how we can assist you, and what to anticipate when partnering with our team. Our goal is to equip you with valuable knowledge that empowers you to make well-informed decisions about your financial journey.
Invest in Your Future Today
Ready to Take Control of Your Financial Future?
Don’t let the complexities of personal finance hold you back. Partner with our team of seasoned financial professionals for personalized advice and guidance tailored to your unique needs. Explore our frequently asked questions, and when you’re ready, reach out to us for a consultation. Together, we’ll help you make well-informed decisions and pave the way towards a brighter financial future. Get started today!