EnRich Financial Partners

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Tomorrow: 8:30 am - 5:00 pm

21 Years

in Business

(608) 275-3442Call Visit WebsiteVisit Website Map & DirectionsDirections6502 Grand Teton Plz Ste 201Madison, WI 53719 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Madison with Investment Advisory Service

Middleton (4 miles)
Verona (8 miles)
Monona Grove (13 miles)
Cross Plains (14 miles)

More Info

Aligning your money with your life.

General Info

Wealth Management Services, INVESTMENT ADVISORY SERVICE, Financial Planning

Email

Location

Located in the Clock Tower Building of Olde Towne Office Park on Odana Road.

Neighborhood

Accreditation

Certified Financial Planner Practioners, Registered Investment Advisors

Other Links

http://www.enrichpartners.com

https://enrichpartners.com/contact

Other Email

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (608) 275-3442

Address: 6502 Grand Teton Plz Ste 201, Madison, WI 53719

Website: http://www.enrichpartners.com

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EnRich Financial Partners

Tax Planning
<span class="field field--name-title field--type-string field--label-hidden"><span > Tax Planning Basics </span></span> <span><span lang="" about="/user/74" typeof="schema:Person" property="schema:name" datatype="">Eric Mikkelson</span></span> <span>Wed, 05/23/2018 - 09:49</span>
Estate Taxes
Tax Services
Roth IRA
Roth IRAs and Roth 401(k)s, however, are built with after tax contributions. This means that distributions from these types of savings accounts will not be taxed, provided they meet any withdrawal requirements or restrictions.
Income Tax
All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health.
Capital Gains Taxes

Investment Management
We know how important it is to work with experienced advisors who take time to listen, who understand your needs and the value of your trust. You may initially come to us to receive help due to a life event that has given you a desire to proactively evaluate your financial picture. This may include a job change, getting closer to retirement, receiving an inheritance, or going through a divorce. Or it may simply be time to put into place a plan to work toward retirement or another goal. Regardless of what brings you to us, we work with you to learn your background, goals, concerns and values. Once we have a clear understanding of those details, we work for you in developing a financial plan and investment management strategy that is in alignment with your objectives.
Mutual Funds
We clearly illustrate to you our behavior-based investment process and portfolio design called " Capturing Profits and Preserving Wealth." Once an investment portfolio has been agreed upon, recommendations are implemented. A carefully selected group of mutual funds is used for most portfolios, however special circumstances may need alternative investments. Larger portfolios may be appropriate for our Family Office Services. Use of reputable custodians assures you of reliable execution and reporting.
Bonds
Wealth Management
Erik Mikkelson is the founder of RMR Wealth Advisors, LLC. As a family wealth advisor specializing in comprehensive financial planning, wealth management and family office services, Erik's goal is to enhance, utilize, preserve and protect your family's assets to meet your family's financial and lifetime desires, retirement needs and wealth preservation. As a Certified Financial Planner

Accounting Services
Cash Flow Analysis
After we analyze your retirement and investment goals through careful portfolio evaluation, cash flow analysis, income tax planning, and estate plan review; investment recommendations are made, based solely on your specific needs, circumstances and goals. We actively manage your portfolio and provide regular personal guidance to keep you on track, both now and For Your Financial Future.®

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Retirement Planning
Paying for health care in retirement is not an easy task. Despite rising costs and increasingly complex coverage requirements, you can take steps today to help ensure you’re not struggling tomorrow. As you explore your own retirement planning and health-care expenses, here are some facts to keep in mind...
Long Term Care
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older.
Asset Management
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2022 Advisor Websites.
College Funding
Many financial professionals will give you advice on specific products, services, or investments. They might advise you on an IRA to invest in or help you set up a 529 college savings plan for your child. But financial professionals who give holistic advice will focus on your life goals first and foremost. Rather than driving optimal investment portfolios, they help you work toward your specific goals.
Reverse Mortgages
If you’re worried about paying for long-term care in the future, you may consider long-term care insurance, which will have many different coverage options that may help. Some life insurance policies will also provide coverage for long-term care, but it’s important to chat with a financial professional about how this may affect your taxes. In an emergency situation, you may be able to cover costs by taking out a reverse mortgage on your house. This is a loan that you don’t have to pay back as long as you live in your home, but it can come with high costs and repercussions, so be sure to discuss with a financial professional before going this route.

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