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Services

What We Offer

If you like a no-nonsense approach to investing, you've come to the right place. Slow, steady, patient investing based upon wise stewardship wins the race, and that's the way we've served our clients for nearly 30 years.

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We work with you to listen to your needs and your goals to find strategies that fit your unique situation.
We hear you, and understand how important it is to work with you throughout your financial journey,
from establishing a financial foundation to preparing your legacy for the next generation.
We're here to walk along side you.

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We offer in-person and phone consultations. Give us a call today.

Crafting Your Financial Plans

Anchor 1
Whether you are a new client or an existing client who is now adding financial planning services, we will first craft an initial plan to build on for years to come. This process takes 6-12 months, and lays the foundation for a lifetime of financial success.

Accumulator Planning

Starts at:

$1,500

Creation of income and balance sheets
Savings goals
Ratio analysis and cash flow planning

Core Planning

$3,000

Everything in Accumulator Planning, plus:
Tax planning
Retirement income planning

Starts at:

Comprehensive Planning

$6,000

Everything in Core Planning, plus:
Estate planning
Insurance planning

Starts at:

Elite Planning

Starts at:

Everything in Comprehensive Planning, plus:

$10,000

Coordinator with other financial and legal professionals
Tax preparation with our CPAs
Legacy and multi-generational planning

Private Wealth Planning

Custom

Everything in Elite Planning, plus:
Virtual Family Office

Executing Your Financial Plans

Anchor 2
When crafting your initial plan and beyond, our ongoing services begin with investment management and include much, much more. Now that we have a plan, it is time to put it in place — and we will be there every step of the way.

Accumulators

$10k - $250k

1.25%

Professional investment management
Retirement savings planning
Annual virtual check-ins

Annual Fee

Core Planning

$250k - $500k

1.15%

Annual planning strategy meeting
Integrated tax planning
Retirement income planning

Annual Fee

Comprehensive Planning

$500k - $1m

1.00%

Semi-annual planning strategy meetings
Estate planning
Insurance planning

Annual Fee

Elite Planning

$1m - $3m

0.80%

Annual Fee

Quarterly planning strategy meetings
Annual tax preparation included
Full coordination with your financial and legal team

Private Wealth Planning

$3m+

Custom

Annual Fee

Private client services
Virtual Family Office 

If you have been with us for many years — especially through an American Funds A-share investment — thank you. That long-term trust means a lot to us.

Those legacy accounts were originally designed for one-time investment recommendations, and they have served that purpose very well. However, they do not include ongoing investment management or regular review meetings — we are not actively monitoring your portfolio, recommending changes, or providing ongoing advice or financial planning.

We’re still here to support basic account requests, including u
pdating beneficiaries or contact information and processing trades at your direction (you decide what changes to make, and we place the order).


If you’re looking for proactive advice — including help deciding what changes to make, when, and why — we’d love to reconnect through our planning and advisory model.

Call us today to learn what working together could look like going forward.

 

We’re ready when you are.

Brockmann Financial Services, LLC

904 Madison Avenue

Fort Atkinson, WI  53538

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Phone:

(800) 767-7857 (toll-free)

(920) 563-5872 (office)

(920) 563-4552  (fax)

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Email:
Office@BrockmannFinancial.com

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This communication is strictly intended for individuals residing in the states of FL, IA, IL, KS, MA, MN, MO, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced. 

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Contact Us
Consumer Information

Tim Brockmann is a Registered Representative and Investment Advisor Representative and offers securities and investment advisory services through Osaic Wealth, Inc., member FINRA / SIPC.   
904 Madison Ave, Fort Atkinson, WI 53538
(920) 563-5872

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Osaic Wealth, Inc Form CRS

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

Our Location

Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice

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