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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

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Contact Us

Please feel free to contact us with any questions.

Videos

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Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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