In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Team

Shane McCauley, CFP<sup>®</sup>

Shane McCauley, CFP®

Associate Financial Advisor

Qualifications

  • Bachelor of Science, Personal Finance-2013
  • University of Wisconsin-Madison
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Thomas Sand

Thomas Sand

Paraplanner

Qualifications

  • Bachelor of Science - Personal Finance 2018
  • Graduate of the University of Wisconsin - Madison
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