Best Financial Consulting Courses Milwaukee Near Me

4worldlovers: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

4worldlovers: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

4worldlovers:
There is more than one way to build financial peace of mind. The strategies are as diverse and individual as investors themselves.


We provide integrated, objective strategies designed to help you achieve your financial goals.


At Diversified Management, Inc. (DMI), our clients’ investments are selected and supervised in a disciplined process of strategic planning and qualitative analysis.


The first step toward financial peace of mind is developing a plan—a roadmap of sorts—that leads to a successful financial future. Our 4-step process starts with you.


Using practical and contemporary techniques to minimize estate and gift taxes is essential to providing a lasting legacy for your spouse, children and grandchildren.

4worldlovers:
Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.


Congratulations to Jerry David. His dedication and passion for putting clients first and helping them live the life they want has made him one of the industry's top financial advisors for five years running. Jerry David with Prescient Financial Solutions has been named a Top 1,200 Financial Advisor by Barron’s, Best-In-State Wealth Advisor and Top Financial Security Professional by Forbes, and a Top 400 Financial Advisor by Financial Times.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.


Barron’s “Top 1,200 Financial Advisors” list (March 2023). Based upon data as of 9/30/2022.


Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.


Forbes Best-In-State Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.


Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 Data.

The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019.

4worldlovers: Along with challenges, the market also brings new opportunities – you just have to know where to look and when to take action. Over the years, we’ve helped clients navigate through challenging times with purpose and confidence toward their financial goals, and I’m here to help you, too.

We can offer you an array of personalized financial services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

4worldlovers: Ben Smith is a fee-only financial advisor and CERTIFIED FINANCIAL PLANNER (CFP) Professional with offices in Milwaukee, WI, Evanston, IL and Minneapolis, MN, serving clients virtually across the country. Cove Financial Planning provides comprehensive financial planning and investment management services to individuals and families, regardless of location, with a focus on Socially Responsible Investing (SRI).

Only 2% of financial planning firms in the US are true, fee-only fiduciaries and legally required to always act in the best interest of their clients, according to the Wall Street Journal.

Ben acts as a fiduciary for his clients. He does not sell financial products or earn commissions. Simply put, he sits on your side of the table and always works in your best interest. Learn more how he can help you Do Well While Doing Good!

Adhering to the highest industry standard means we always put our clients’ best interest first because you deserve unbiased advice. We sign a fiduciary oath with every client and have an ethical and legal obligation to do what’s best for you.

We seek to eliminate financial conflicts of interest and do not earn commissions or other compensation from third parties. You can trust that you will receive objective advice without a sales pitch.

As an independent firm, we have no affiliations with product providers and are not incentivized to sell our clients anything or pressured to hit a sales quota.


We can incorporate Socially Responsible Investing (SRI) strategies to align our clients’ investments with their long-term goals and personal values using Nobel Prize-winning investment strategies.

While we don’t have any account size minimums, our clients are generally high earners and diligent savers. Most folks we work with have a household income over $250,000 per year or have saved over $500,000 in their investment portfolio.

Who: You may be approaching or living your “work-optional” years. Your kids are grown, and you are pursuing hobbies and passions you didn’t have the time for during the height of your career.

What: You want to make sure the money you’ve worked hard for is now working hard for you. You may be taking income from your portfolio while protecting the investments you’ve accumulated.

Why: You don’t want to feel like you need to work later in life, but you want to stay busy. You’d like to maintain your lifestyle in later years and not risk outliving your money.

How: We help pre-retirees prepare for “work-optional” years, so you can be confident about how and when you leave your job for good. We help retirees create a tax-efficient, sustainable income stream from your portfolio so you can focus on your passions.

Who: You work hard at your job, and you’re embarking on some of life’s biggest changes including buying a home, getting married, having kids and growing your career.

What: Cash flow might be a priority as you balance paying off debt while saving and investing for the future.

Why: You want to enjoy life today while also taking responsible steps to take care of your future self and family.

How: We help rising professionals manage cash flow, pay down debt and save and invest for the future, so you can focus on your family and career.

Who: Someone you love has passed on and entrusted you with their savings. No matter where you are in life, you want to use this gift responsibly.

What: You might use some of your inheritance to take care of priorities today, but you also want to position the money to grow for your future.

Why: You want to make sure your inheritance is aligned with your unique needs while honoring the person who gifted it.

How: We will help you maximize your inheritance based on your own financial plan, so you can continue the legacy of the loved one whom entrusted you with their savings.

Hi, I’m Ben, and I’ve worked for a number of financial advisory and asset management firms throughout my career.

They spent more time talking about how to make the firm more money than how to make clients more money, so I set out on a mission to change that.

I started Cove Financial Planning to help individuals and families plan for their future while investing in a socially responsible way. As it turns out, you can have your cake and eat it too!

When I’m not building financial plans and portfolios, you can find me traveling with my wife, checking out a new local restaurant or out on a run–rain, snow or shine.