First Business

Successful investing begins with creating a comprehensive long-term wealth plan that addresses your objectives

First Business helps clients prepare for life transitions from sending a child to college, selling a business, or buying a second home, to living your dream retirement. Our planning framework for working with clients is as follows:

Discovery and Goal Setting

We start with a conversation. At our first meeting we review your specific objectives, holdings, and legal documents. During this meeting we also uncover any unique circumstances, develop an understanding of specific concerns, and discuss, in detail, your tolerance for and understanding of risk.

Analyze and Evaluate

Once we have a clear understanding of your objectives, we work collaboratively evaluating your current situation and challenging ourselves to think creatively when researching solutions for your plan.

Develop and Present Recommendations

As your advocate our focus is on providing solutions. We are not in the business of selling products so you can be assured that our recommendations are aligned with your interests and customized to your objectives.

Implement and Monitor

Once we've implemented your plan, we keep you informed through regular meetings, performance reviews, and online access.  As your partner, we work closely with you to make sure your plan stays on track. Monitoring your progress towards your goals is essential and we are responsive to changes in your objectives.

This process ensures a fully integrated financial plan that identifies your priorities and addresses your needs at different stages of your life. At First Business, our goal is to give you the confidence and peace of mind that a plan is in place to cover financial areas such as:

  • Retirement goal setting
  • Estimating and maintaining desired income during retirement
  • Planning for the efficient distribution of your estate
  • Risk Management and asset protection
  • Tax planning 

Give us a Call

We have built our practice on the belief that great customer services begins with being accessible. We purposely keep our staff to client ratio low and our advisors are local which means we are ready to meet at your convenience to discuss your wealth mangement goals.

At First Business, your advisor is always close by and ready to help. Call us locally to discuss how we can help you.

  • Madison: (608) 218-8000
  • Milwaukee: (262) 792-7150
  • Appleton: (920) 734-1800 
  • Oshkosh: (920) 231-2400
  • Green Bay: (920) 435-5442

    FBIZ Advantage

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See also...

Trust & Investments

Our approach allows us to act as an advocate for our clients helping them exceed their goals.

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