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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
These food myths will really put a drain on your wallet.
Here's a breakdown of how the federal government spends your tax money.
Understanding how a stock works is key to understanding your investments.
Healthy habits are one of the greatest gifts to give your child.
However exciting retiring abroad may sound, it deserves considerable planning.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Here are five facts about Social Security that might surprise you.
Are Real Estate Investment Trusts right for your portfolio?
Have you explored all of your choices when it comes to managing your taxable income?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are things you can do to keep yourself safe when you lose your wallet.