Andrea Bulen, CFP^®

Our goal is to form a strong relationship with each of our clients. This relationship is what makes Shakespeare different from other Milwaukee Financial Advisors. We provide you with fiduciary advice after finding what drives you, what inspires you, and what you feel you deserve in your life. We hope this relationship is equally important to you. We are not just your Financial Planner; we are your partner. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more. We walk with our clients into the future, committing to serve them until their life goals are accomplished. Our strong commitment keeps us focused on making the best possible decisions at every juncture. To learn more, visit us at https://www.shakespearewm.com/about-us/

Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning, Retirement