- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Elm Grove, WI 53122
Kurt Mueller is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kurt Mueller, CFP®Financial Planner
- Hourly / Fixed Fees
Family Investment Planning specializes in working with Middle Americans and Self-Directed Investors on an hourly, as-needed basis. After 25 years experience in investments, securities brokerage and financial services, Kurt Mueller, CFP® established Family Investment Planning, LLC, an independent financial planning and registered investment advisory firm. As a trusted advisor to individuals and families, the firm works with people from all walks of life and income brackets. Kurt established the firm based on his commitment to the idea that everyone, regardless of net worth, should be able to access competent, objective, independent advice from a professional fee-only planner on a periodic or as-needed basis.
Family Investment Planning Services
- Financial Planning for Good Times and for Bad Times
- Simple Solutions in Retirement Planning
- Financial Checkups and Second Opinions
- College Planning – How Much To Invest and Where
- Avoiding Big Mistakes Through Objective Investment Advice
The Family Investment Planning Advantage
Speaking to his personal beliefs Kurt expresses, “My role and purpose is to help clients find and secure a path to financial freedom. I believe that my greatest value is to bring objectivity, simple solutions and wisdom about financial markets, life planning and preparation for the future. Our business model is very simple: We listen to understand your most important goals and your financial worries. Then we help you define the critical steps of your journey.”
If you are an experienced investor, Family Investment Planning can provide a portfolio check up that will measure risk, return, tax efficiency and costs. If you are a new investor, Family Investment Planning can help you get started (at any age) by constructing a low cost and diversified investment portfolio. You can also obtain help creating a strategy to purchase a home, estimating your retirement needs and analyzing insurance or refinancing your mortgage.
About Kurt Mueller
Kurt spent 18 years serving clients in Leadership roles at Charles Schwab & Co. including Branch Managment in Milwaukee Wisconsin and Northbrook, Illinois, as as a Senior Private Client Consultant in Milwaukee, Brookfield and Madison, Wisconsin. Prior to joining Schwab, he held positions in Financial service brokerage industry.
Kurt has spent his career focused on the client’s agenda with a personal commitment to providing truthful and objective advice and a core strategy of inspiring people to make changes that are beneficial to them.
Kurt’s credentials include:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Member of The Garrett Planning Network, Inc.
- Bachelor’s Degree in Business Administration / Economics from University of Wisconsin, Stevens Point
- Member of the Financial Planning Association – South East Wisconsin Chapter
- Registered Investment Advisor in the State of Wisconsin
- NAPFA-Registered Financial Advisor
He is active in the profession as a member of The Garrett Planning Network, a nationwide network of Fee-Only financial advisors dedicated to providing competent, affordable financial planning and advice to people from all walks of life.
Call or email Kurt for a complimentary, no-obligation Get Acquainted meeting.