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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

We have interesting videos for you to watch on my site.

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Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

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

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