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V3 Financial Wealth Strategies

Name: V3 Financial
Address: 417 North Milwaukee St., Waterford, WI, 53185, US
Telephone: 262-534-1177

417 North Milwaukee Street
Waterford, WI 53185

Phone:

262.534.1177

Fax:

262.534.4477

E-mail:

info@v3financial.com

Welcome

At V3 Financial we strive to help educate individuals, families, and businesses on how to build wealth most efficiently. This is why we're dedicated to providing our clients with a game plan to help achieve their goals, give insight about the markets and economy, and keep them accountable by meeting with them at least once a year to keep them on the right track. To learn more about how we could help you please give us a call at 262-534-1177, or email us at info@v3financial.com to find out more information.

Business Hours:

Monday-Thursday 7:30am-4:30pm

Friday 7:30am-4:00pm

Closed Saturday-Sunday

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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