hero-image

Jay Van Beusekom Financial Advisor, LLC.

11270 W Park Place, Suite 980
Milwaukee, WI 53224
Phone:
  • (414) 359-1756
Fax:
  • (414) 359-1758

Our Services

Our Services

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Helping to Take Confusion Out of Retirement!

jay van beusekom, jvb, financial planning, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, fee only financial advisor milwaukee

Since 1985, I have worked with many individuals who have retired or are preparing to retire, as well as successful entrepreneurs in order to design unique financial plans. What this means is that I focus on what matters to you and your family through a disciplined process.

I work with a team of experienced professionals who will work to uphold the values you have chosen while creating a path to your financial future. I believe the benefit is having a uniquely tailored financial plan designed by a financial advisor with the confidence and passion to help you pursue your financial goals.

jay van beusekom, jvb, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, financial planning, fee only financial advisor milwaukee




STEP 1: The opening dialogueTM

jay van beusekom, jvb, financial planning, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, fee only financial advisor milwaukee

 

Discuss your goals to obtain a financial roadmap
and organize your financial affairs. The way you transfer
your wealth should be a reflection of your values.

 

 

STEP 2: THE STRATEGIC FINANCIAL ANALYSISTM

 

jay van beusekom, jvb, financial planning, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, fee only financial advisor milwaukee

 

Analyze your current financial position to be aware of your strengths,
weaknesses, opportunities and threats. Receiving an analysis of your
cash flow and net worth will help you know what cash reserves you will need.

 

STEP 3: THE ULTIMATE SOLUTIONTM

jay van beusekom, jvb, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, fee only financial advisor milwaukee, financial planning

 

Implement a comprehensive, written strategy to guide you through your
lifetime. You want to feel comfortable knowing that you won't outlive
your money during retirement. 

 

 
 
STEP 4: THE life changes reviewTM

 

jay van beusekom, jvb, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, financial planning, fee only financial advisor milwaukee

 

Plan reviews and updates on a systematic basis to help ensure you stay on
course, because having a lifetime resource with a team you can trust is important.

 
 
 
 


STEP 5: THE family focus planningTM
 

jay van beusekom, jvb, financial advisor milwaukee, best financial advisor in milwaukee, milwaukee financial advisor, retirement advisor milwaukee, top financial advisors milwaukee, certified financial planner milwaukee, investment advisors milwaukee, financial planning, fee only financial advisor milwaukee

 

Maintain an open dialogue to discuss your legacy and provide a
clear vision for the future. You want to enjoy your retirement and
have a plan that allo
ws you to live life on purpose.

 

 

For more retirement resources, visit my RetirementTimeTM website.

Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Jay Van Beusekom Financial Advisor, LLC and Mutual of Omaha Investor Services, Inc. are not affiliated.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck