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Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.

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ENVISIONING AND OPTIMIZING FINANCIAL FUTURES

Hours
Regular Hours
Mon - Wed:
Thu:
Fri:
Sat - SunClosed
Services/Products
  • Investment Advisory Services, Wealth Management Advisory Services, Portfolio Account Services, Trust Services, Values-Based Planning, Fee-Based Financial Planning, Retirement Planning, Estate Planning, Business Succession Planning
  • Investments
  • Annuities
Neighborhoods
Juneau Town, Downtown Milwaukee
Accreditation

MBA

CLU

CFP

AEP

CPWA

CIMA

RICP

CFA

CAIA

CLTC

Associations
Professional Organizations: National Association of Estate Planners & Councils(AEP®), Association of Certified Financial Planners™ (CFP®), Million Dollar Round Table-Top of the Table
Other Link

https://pfs.nm.com

Social Links
Categories
Banks, Financial Planning Consultants, Financial Services, Financing Services
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