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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insuring Your Business Against Cyber Liability
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 Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
The item most homeowners forget on their home improvement project checklist is insurance.
Good employee health can be great for the company’s bottom line.
Knowing your options when a CD matures can help you make a sound investment decision.
When you’re married and have children, insurance needs will be different.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?