Helping you simplify
Welcome, I'm Aurelio Callope, a financial consultant in Whitewater, WI and Whitewater resident for over 25 years. Here at First Citizens Investment Services, my goal is to focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows me to create a customized wealth management strategy aligned with your short and long term objectives. Plus, by building a lasting, personal relations with you, I am able to help you anticipate and plan for the future.
Our office can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call for a complimentary financial consultation at (262) 473-1408.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When considering life insurance, it's important to understand your options.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Couples may be able to head off many of the problems in a marriage that money can cause.
If you find it hard to attain personal life goals, there’s an app for that!
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.