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207 West Main Street, Whitewater, WI 53190

(262) 473-1408
FCIS@firstcitizensww.com
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Who We Serve

Find Guidance Built Around Where You Are In Life

We work with individuals, families, retirees, and professionals across Whitewater, East Troy, Fort Atkinson, and Palmyra, Wisconsin, who want help organizing the details of their financial lives and planning for what comes next. Whether you are preparing for retirement, sorting through benefits, or looking for more complete financial guidance, our team takes time to understand your goals and help you move forward with greater clarity.

Individuals & Families

Get Organized Around The Life You’re Building

Some people come to us with one specific question. Others know they need a more complete plan but are not sure where to begin. We help you organize the moving pieces, think through important decisions, and build a financial roadmap around your goals, priorities, and everyday lives.

Pre-Retirees
Prepare More Thoughtfully For Retirement

As retirement gets closer, the questions often become more specific. When can I retire? What income will I have? What needs to happen first? We help you sort through the details, define your goals, and take practical steps toward the retirement you are working to reach.

Retirees

Stay Organized For The Years Ahead

Reaching retirement does not mark the end of the need for planning. It often brings new questions around income, spending, taxes, legacy, and major life decisions. We help you stay organized, think through the details for this stage of life, and make informed decisions as your needs continue to evolve throughout retirement.

Government & Public Service

Make More Informed Decisions About Your Benefits

We work with many teachers, university employees, WHEDA employees, and other public service professionals across Wisconsin. Because we understand the Wisconsin Retirement System and the planning questions that often come with pensions, Employee Trust Funds, and other benefits, we can help you make more informed decisions and take the next step with greater confidence.

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Frequently Asked Questions About Our Services

The people we work with are varied, but they often come to us with similar questions about retirement, benefits, planning, and how we can help.

  • What types of financial planning services do you provide?

    We help clients with a range of planning needs, including retirement planning, investment management, pension and benefits planning, estate and legacy planning, tax planning strategies, insurance planning, and education planning. Our approach is built around the full picture, so recommendations are shaped by your goals, your life stage, and the details of your financial life.

  • Can you help me prepare for retirement?

    Yes. Many of the people we serve are preparing for retirement and want help understanding what they have, what income may be available, and what steps to take next. We help organize those details and build a roadmap around the retirement they are working toward.

  • Do you help retirees after they stop working?

    Yes. Retirement often brings new planning questions around income, taxes, investments, spending, and legacy. We help retirees continue planning for the years ahead so their financial decisions stay aligned with the life they want to live.

  • Can you help with pensions and public employee benefits?

    Yes. We work with many people connected to the Wisconsin Retirement System, including teachers, university employees, WHEDA employees, and other public service professionals. Because we understand the planning questions that often come with pensions, ETF (Employee Trust Funds) benefits and other benefits, we can help clients make more informed decisions around their retirement and income.

  • Can I work with your team if I need help in more than one area?

    Yes. Many clients come to us with one question, but the conversation often leads to other important planning considerations. We take a comprehensive approach, which means we can help connect different parts of your financial life instead of looking at each decision on its own.

About Our Firm

Learn more about our history, our values, and what shapes the way we serve you.


Get To Know Us

How We Work

See how we help clients organize the details, define their goals, and build a roadmap around the full picture.


Explore Our Approach

Start The Conversation

Reach out to begin building a financial roadmap shaped around your life and goals.

Contact Our Team