Our team at Schock and Associates provides clients with a customized plan that guides you from your working years through retirement. We make sense of all the pieces to your financial landscape to deliver an objective and transparent plan. Our team specializes in working with clients who are approaching or already in retirement. We understand this is a time of great excitement but also uncertainty in our client's lives. Our goal is to eliminate this fear and provide utmost clarity for you and your family in order to give you confidence in your retirement.

You've spent your working years saving, investing and trying to do all of the right things. Now it's time to put it all together and create strategies to optimize what you've worked so hard to create.

 

Most of our clients have many of the same questions:

  • "How do I recreate a paycheck when I stop working?"

  • "When should I claim my Social Security benefits?"

  • "What impact will retirement distributions have on my taxes?"

  • "How does my investment strategy need to change?"

     

     

    Our team can help you determine what strategies will give you the best outcomes for your retirement and help protect against what can go wrong. We would love to share more about our process and approach to planning.

     

    Contact Schock and Associates using the link on the right side of the page to get started.

 

Jessica D Schock, CLTC®, RICP®
Wealth Management Advisor


Schock & Associates

  • Office 608-347-0057
  • Fax 262-364-3739

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck