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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.

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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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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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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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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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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