Retirement Planning Services in Milwaukee, WI

Retirement shouldn’t be an afterthought—it should be a plan. Whether you're a health worker in Wauwatosa, a brewery owner in Riverwest, or a contractor looking to exit gracefully, Straight Talk CPAs helps you retire with clarity and control.


We craft retirement planning strategies designed around your life—no guesswork, no templates.

Personalized Retirement Planning for Milwaukee Residents

You’ll get smart tech: dashboards, forecast tools, and secure digital planning documents.


You’ll also get something better—a real advisor who knows Milwaukee, knows retirement planning, and takes your goals seriously.

Modern Tools + Real People

Trying to figure out retirement on your own can feel like putting together IKEA furniture without instructions.

We help you understand:

  • Roth vs. Traditional IRAs
  • Social Security strategy
  • Tax deferral opportunities
  • How much you actually need—and how to get there

Clear Advice, Not Confusing Jargon

Why Retirement Planning Matters More Than Ever

Retirement is more than savings—it’s about income, healthcare, taxes, timing, and lifestyle. We help you:

  • Plan for the unexpected
  • Build multiple retirement income streams
  • Avoid tax pitfalls
  • Align business and personal goals (if you’re an owner)

Case Study: From “Someday” to “Almost There”

Sheila, a 55-year-old hairstylist in Milwaukee, always said she’d “figure it out later.”
We helped her:

  • Review and consolidate old retirement accounts
  • Set up a SEP IRA and catch-up contributions
  • Build a retirement income forecast
  • Align her business exit strategy with her timeline

Now she’s 3 years ahead of schedule and planning a trip to Glacier National Park to celebrate.

“For the first time, I feel like retirement is real—and achievable.”

Why Choose Straight Talk CPAs in Milwaukee?

  • Local Insight:  We understand Wisconsin tax laws, pensions, and retirement incentives
  • Tailored Strategies: We build plans to match your career, lifestyle, and future goals
  • Straightforward Communication: No confusing lingo, no surprises
  • Integrated Planning: As CPAs, your retirement plan is built with tax strategy in mind
  • Future-Focused:  We help you stay flexible and adapt your plan as life evolves

FAQs

  • When should I start retirement planning?

    Now. Earlier is better, but it’s never too late to build a plan that works.

  • I own a business—can you help with that?

    Definitely. We work with self-employed and small business owners every day.

  • What if I don’t know what retirement looks like for me yet?

    No problem. We’ll ask the right questions to help shape your plan.

  • Can we meet virtually?

    Yes—everything we do can be handled online, securely and conveniently.

  • What’s included in your retirement planning services?

    Strategy, projections, account recommendations, tax integration, and regular reviews.