The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust
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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.

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Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.


Trends in Charitable Giving

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Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Estimating the Cost of College

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A Penny Saved is Two Pennies Earned

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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for College

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Historical Inflation

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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