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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here are 4 great, and sometimes unexpected, places to raise a family.
A few strategies that may help you prepare for the cost of higher education.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This checklist can give you a quick snapshot of how prepared you are.
Earnings season can move markets. What is it and why is it important?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.