Guiding your financial future

414-777-0491

Michael R. McKillip, CFP®, EA

 

CERTIFIED FINANCIAL PLANNER™ professional

 

Enrolled Agent with the IRS

 

BBA, Marquette University

 

25+ Years experience in the finance industry

 

Guiding your financial future

 

Financial Planning

The Financial Centre offers comprehensive financial planning to complement your specific planning needs.

 

Investment Consulting & Management

The Financial Centre offers different management styles for different investors. These investments may include individual stocks & bonds, separate managed accounts, mutual funds, UITs, REITs, and variable annuities to diversify your portfolio.

 

Insurance Products

The Financial Centre offers a broad range of life, disability, fixed annuities, and Long Term Care insurance to fit your protection needs.

 

Tax Services

The Financial Centre offers tax planning, preparation, and representation to the IRS to further assist you in your financial planning.