Helping you simplify
Welcome, I'm Courtney Walker, CFP®, a financial consultant in Whitewater, WI. 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 free financial consultation at (262) 473-1408.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding how a stock works is key to understanding your investments.
A look inside the U.S. government's statistics on household net worth.
To choose a plan, it’s important to ask yourself four key questions.
Understanding the economy's cycles can help put current business conditions in better perspective.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are things you can do to keep yourself safe when you lose your wallet.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.