Robert P Mohr III

Financial Advisor

  • Office 414-203-6020
  • Mobile 414-975-4450

Devising a Financial Plan That is Relevant and Specific

I believe financial planning means different things to different people. A financial plan can really only be great if it is meaningful and relevant to you.

That's why we don't engage in product-based selling or cookie-cutter approaches.

Our process begins with learning as much as possible about your not only financial balance sheet but also your personal values and emotional needs. Often clients can be nervous about talking about their financial situation and fear they'll be judged or talked about things in an overly complicated manner

My goal with any projection, analysis, financial product or presentation is to marry them with the goals, values and concerns we've uncovered during that dialogue.

The best part of working with someone is when they can see that we've listened to what they've told us and put together a plan that takes it all into consideration

Ideally, the trust built during these initial steps assure that you have a valued resource and trusted advisor no matter what changes to your life and plan are to follow.

My goal is to help empower you.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

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