Frequently Asked Questions


How would you like to have a carefree retirement? One where you did not have to worry about running out of money before you die or lowering your living standards because of inflation. We can put you on the right path to achieve and preserve such a retirement.

My wealth management team has over 40 years of experience designing creative strategies for retirement, tax, and estate planning. I'm Bruce Bradshaw, founder of Walworth Financial Group now based in Elkhorn, Wisconsin.

  • I regularly hold conference calls open to everyone. My expert guests will discuss either a topic to further your financial education or a lifestyle issue of interest to you. You can access the conference call schedule by clicking here.

    This link will guide you to a printable
    overview of our services.

  • When you meet with me, I will share with you the 4 most important things you must do to prepare for retirement. These are incredibly important to your financial future. I will explain my compensation and my approach to planning. Not only that but you will be able to take away other valuable information.

    As a matter of fact, I'll tell you at least three things you'll be able to take from this meeting.

    You'll gain more confidence in the decisions you make regarding your retirement assets

    You'll receive actionable steps that you can take to prepare for your retirement years.

    You'll be given a tool to determine if you have underutilized assets that could greatly improve your retirement future.

    Call Alicia today for an appointment @ 262-643-8883. We'd love to hear from you.

Click on any of the links on the left to register for our monthly economic updates, free reports, or to find out about upcoming conference calls.

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