Are You Looking at the Big Picture? What Smart Investors Know Are Your Investments Organized? Will You Be Ready to Enjoy Retirement?
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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.

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Surprises

Making the most of surprises is a great reason to work with us.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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