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Thomas Wittkopf Retirement Planning Advisor

Thomas Wittkopf

Financial Advisor

Your Qualified Retirement Planning Advisor

Creating personalized financial strategies for a confident and lasting legacy.

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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.

Our Services

Retirement Planning

Shape Your Dream Retirement with Confidence.
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Retirement Planning

Pursuing a financially stable and fulfilling retirement requires a personalized strategy tailored to your unique goals and circumstances. Our comprehensive retirement planning service begins with an in-depth analysis of your financial situation, followed by the development of a customized plan that considers factors such as your desired retirement age, income needs, and risk tolerance. We also aim to create sustainable income solutions by exploring various sources like Social Security, pensions, annuities, and investment portfolios to work toward a reliable and tax-efficient income stream throughout your retirement years.

With ongoing support and monitoring, we adapt your plan to life changes and market fluctuations, helping you stay on track with your financial objectives. We seek your trust in our retirement planning service to empower your path to a worry-free and enjoyable retirement, providing lasting financial security and confidence.

Qualified Tuition Accounts

Invest in Your Child's Future Education with Qualified Tuition Accounts.
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Qualified Tuition Accounts

Invest in your child's education with Qualified Tuition Accounts, or 529 plans, which offer a tax-advantaged way to save for college and other education-related expenses. These flexible investment vehicles provide tax-free earnings and withdrawals when used for qualified expenses, and many states offer additional tax deductions or credits for contributions. Our personalized approach to 529 plans focuses on creating customized investment strategies based on your financial goals and your child's education timeline, considering factors such as risk tolerance, time horizon, and projected costs.

Not limited to traditional college expenses, Qualified Tuition Accounts can also cover K-12 tuition, apprenticeships, and student loan repayments, offering versatility for various education stages. We aim to have your trust in our expertise in 529 plans to confidently invest in your child's academic journey, working toward their future success with specialized support at your side.

Annuities

A Steady Income Stream for a Confident Retirement.
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Annuities

Annuities offer customizable strategies aiming to provide a reliable income during your retirement years, while seeking to maintain your desired lifestyle. With various types of annuities available, our annuity services evaluate your financial goals, risk tolerance, and retirement timeline to determine the most suitable product for you. We focus on creating a confident and steady income stream that enables you to enjoy your retirement, knowing your financial future is preserved.

Additionally, annuities can play a significant role in estate and tax planning strategies, offering benefits such as tax-deferred growth and the potential to pass assets directly to your beneficiaries. Our qualification in annuities seeks to maximize these advantages while managing potential tax liabilities. Our annuity services seek to find quality solutions tailored to your unique financial needs, pursuing a comfortable and enjoyable retirement.

Estate Planning

Invest In Your Legacy and Protect Your Loved Ones.
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Estate Planning

Estate planning is a crucial process that seeks to ensure your assets are distributed according to your wishes while addressing potential tax liabilities for your beneficiaries. Our comprehensive estate planning services provide personalized guidance to help you navigate the complexities of wills, trusts, and other estate planning tools, aiming to give you the peace of mind that your legacy is preserved and your loved ones are protected.

We begin by understanding your unique financial situation, goals, and family dynamics, and then develop a customized estate plan that aligns with your objectives. Our specialization covers key areas such as asset protection, tax strategy evaluation, and guardianship arrangements, seeking to ensure your estate is managed efficiently and according to your desires. Our estate planning services aim to safeguard your legacy and provide the financial confidence your family deserves.

Employee Pension Plans

Aim to Secure Your Employees' Financial Future.
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Employee Pension Plans

Employee Pension Plans are a valuable benefit for attracting and retaining top talent while working toward your employees' long-term financial well-being. Our pension plan services provide qualified guidance in designing, implementing, and managing tailored pension plans that align with your company's goals and your employees' retirement needs.

We work closely with you to understand your business objectives and employee demographics, then develop a customized pension plan that provides a conservative retirement income for your workforce. Our comprehensive services include ongoing plan monitoring, regulatory compliance, and employee education, seeking to ensure the smooth operation of your pension plan while helping your employees make informed decisions about their retirement savings. Our Employee Pension Plans services aim to create a financially secure future for your employees and strengthen your company's competitive edge.

Group Retirement Savings Plans

Strengthening Employee Financial Well-being.
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Group Retirement Savings Plans

Group Retirement Savings Plans are a powerful way to support your employees' long-term financial goals while fostering a sense of loyalty and commitment within your organization. Our group retirement savings plan services specialize in designing and managing tailored plans that cater to the unique needs of employee groups, promoting a confident retirement and pursue desirable employee satisfaction.

We collaborate with you to understand your organization's objectives and employee demographics, then create a customized group retirement savings plan that encourages employee participation and aim to maximize retirement savings. Our comprehensive services include plan administration, investment management, and employee education, working toward a seamless experience for both your organization and your workforce. We aim to earn your trust in our group retirement savings plan services to help your employees build a solid financial foundation for their future while reinforcing your company's commitment to their well-being.

Our Process

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 Retirement Planning Advisor

Thomas Wittkopf

Financial Advisor

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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

Executive Assistant

Insights & Market Commentary

FAQ's

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.

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.

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.

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.

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!

Our Location

Gateway Financial Partners
121 Mill Street
Eagle River, WI 54521
715-964-3121
twittkopf@mygfpartner.com

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