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.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Five phases to changing unhealthy behaviors.
The uncertainties we face in retirement can erode our sense of confidence.
Here's a breakdown of how the federal government spends your tax money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
Here are five facts about Social Security that might surprise you.
A bucket plan can help you be better prepared for a comfortable retirement.