Financial security doesn’t happen by chance—it’s the result of careful planning and informed choices. Whether you’re launching your career, navigating mid-life financial decisions, or preparing for retirement, expert guidance can make all the difference. A trusted financial advisor can help you set and achieve meaningful goals, avoid costly mistakes, and build lasting financial stability.
At MyStages®, we connect you with knowledgeable Wisconsin financial advisors who understand the state’s economic landscape—from Milwaukee to the Northwoods. Whether you’re budgeting for everyday life or planning for your future, you’ll find a financial advisor in Wisconsin ready to help you take the next step with confidence.
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
Our Network in Wisconsin
MyStages® is proud to serve clients across the entire state of Wisconsin. Whether you live in Milwaukee, Madison, Green Bay, Kenosha, or Eau Claire, our network includes experienced professionals who offer personalized financial guidance suited to your life and goals.
From the urban centers of southeastern Wisconsin to the rural communities of the Driftless Area and beyond, financial needs vary, but our advisors are prepared to meet them all. Whether you’re a young professional in the state capital or a retiree enjoying lake life in northern Wisconsin, we ensure you can find a financial advisor near you with the local knowledge and expertise to support your journey.
How Can We Help?
Our Wisconsin financial advisors offer tailored financial services designed to support your needs at every life stage. Whether you’re building savings in Madison or investing for retirement in Green Bay, we’re here to help:
- Financial Planning: A strong financial plan lays the groundwork for long-term success. Our advisors help you map out your goals—from daily budgeting to future milestones—so you always know where you’re headed and how to get there.
- Investing: Our investment strategies are built around your current needs and future ambitions. Whether you’re starting to invest or managing a growing portfolio, we’ll help you make smart choices that support wealth growth and financial resilience.
- Insuring: Life is unpredictable, but the right insurance can provide peace of mind. Our financial advisors in Wisconsin help you assess risk and find coverage that protects your income, health, and loved ones.
- Retirement / Pre-Retirement: Planning for retirement starts long before your final workday. Whether you’re a decade away or already retired, we help you build, refine, and manage a plan that supports your ideal lifestyle through retirement and beyond.
Financial Expertise At Any Stage of Life
At MyStages®, we believe that financial success means having support at every step. Your financial needs evolve, and so should your financial plan. Our Wisconsin financial advisors provide expert insights tailored to your unique circumstances.
- Early Career: If you’re starting out—perhaps in Milwaukee, Appleton, or La Crosse—you may be managing student loans, learning to budget, or setting up your first savings account. We help you build a solid financial foundation to support your future goals.
- Mid-Career: As you advance professionally, life often gets more complex. Whether it’s buying a home, saving for college, or protecting your family with insurance, our advisors guide you through these critical decisions with smart strategies and long-term planning.
- Pre-Retirement: As retirement approaches, it’s time to fine-tune your financial plan. We help with portfolio optimization, Social Security planning, and estate preparation so you can transition confidently into retirement.
- Retirement: In retirement, managing income and healthcare becomes crucial. Our advisors assist with long-term care strategies, Medicare decisions, and stretching your retirement funds so you can enjoy peace of mind and financial stability.
Wisconsin Financial Facts
Wisconsin’s financial environment is shaped by its mix of urban growth, agricultural strength, and moderate cost of living. Whether you’re investing, buying a home, or planning your retirement, understanding the state’s key financial metrics can help you make informed decisions:
Income
- Wisconsin’s average annual wage is approximately $59,500, which is below the national average of $65,470. Income levels vary significantly across the state—Milwaukee and Madison generally offer higher wages, while rural areas may see lower averages due to differences in industry and job availability.
Housing
- The median home price in Wisconsin is $328,500, notably lower than the national median of $433,229. This relative affordability makes Wisconsin a favorable place for first-time buyers and families seeking long-term housing value. However, property prices can vary—expect higher costs in Dane and Ozaukee counties and more budget-friendly options in the northern and western regions.
Taxes
- Sales Tax: Wisconsin’s state sales tax rate is 5%, with some counties adding local taxes that bring the average combined rate to around 5.5%. This is significantly below the national average of 6.44%, helping residents keep more of their everyday spending power.
- Income Tax: Wisconsin uses a progressive income tax system with rates ranging from 3.5% to 7.65%, depending on income level. While higher earners may face steeper rates, lower-income residents benefit from more modest brackets.
- Property Tax: The average property tax rate in Wisconsin is 1.61%, which is well above the national average of 1.04%. While this may result in higher annual tax bills for homeowners, Wisconsin’s relatively low home prices can help offset the burden.
- Unique Taxes in Wisconsin: Wisconsin exempts Social Security income from state taxes, making it more favorable for retirees. The state also provides a Homestead Credit for qualifying low-income homeowners and renters. Additionally, groceries and prescription medications are exempt from sales tax, reducing the tax burden on essential items.
Whether you’re building your first budget or finalizing your retirement plan, MyStages® Wisconsin financial advisors are here to help you succeed every step of the way.