Inge  Bacon,  CFP<sup>&reg;</sup> - Financial Advisor

Inge Bacon, CFP®

CPA, AEP(R)

Principal

Inge Alverson Bacon CPA

253 N 1st Ave
Sturgeon Bay, WI 54235
FINANCIAL ADVISOR'S WEBSITE
(920) 421-0923

General

Inge Bacon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Inge Alverson Bacon CPA in Sturgeon Bay, WI and the surrounding communities.

Financial Advisor Overview

My approach to personal financial planning is to obtain from our clients significant financial and other information including their attitudes, goals and objectives, their time horizon and their risk tolerance; to objectively analyze the information obtained in order to develop alternatives for their consideration; to educate our clients about the implications of selecting a particular alternative; to implement the alternative selected by the client; and to periodically update the plan adopted. My goal is to earn the privilege of serving as my clients' chief financial advisor. I will coordinate the efforts of their other advisors and consistently act in the best interests of my clients, putting those interests before my own or those of the other advisors. I want to help my clients be educated about and take an active role in managing their own financial affairs.

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Financial Advisor Experience

I have been employed in public accounting and financial planning since 1970. I was a partner in the Ohio licensed public accounting firm of Alverson & Alverson for five years prior to moving to Wisconsin. I also served as Controller in private industry for several years while establishing my own public accounting firm in Door County, Wisconsin. In October 2001 my firm merged with Kerber, Rose and Associates, S.C. and I became a shareholder in the organization, which has multiple offices throughout northeast Wisconsin. In February 2004 I left Kerber, Rose to join Baylake Bank as Vice President-Private Banking and in February 2005 I joined the Baylake Bank Trust and Asset Management Division as Trust Officer. I became Senior Trust Officer in May, 2008. In January 2010 I opened Inge Alverson Bacon, CPA to provide financial planning, accounting and small business services to a select clientele. On August 30, 2012 I retired from my position at Baylake Bank and have returned to private practice on a full-time basis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - AEP(R)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Getting Divorced, Getting Married, Startup, Life Planning, Retirement, Succession Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources