e^2 Retirement Consulting works with individuals to pursue their retirement dreams through holistic financial planning, focused on long-term strategies, not short-term fads.
Founded in 2010, e^2 Retirement Consulting, LLC is an independent advising firm headquartered in Menomonee Falls, WI, just outside of Milwaukee. We partner with the Retirement Plan Advisory Group and Harbour Investments, Inc. to provide services for both individuals and businesses throughout Wisconsin, the Midwest and beyond. As Certified Financial Planner® professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial services industry. Through clear communication, prudent due diligence and a personalized approach, we use our independence to craft custom solutions to the unique needs of our clientele.
e^2 Retirement Consulting is an independent advisory services firm focusing on comprehensive financial planning for individuals and full-service retirement plan consulting for companies and their participants.
As independent advisers, e^2 Retirement Consulting focuses on identifying the best solution available on the market for the client, not just the best fit from a limited menu of products. Without being tied to specific products, platforms or investments, we are able to evaluate funds and providers objectively, minimizing any conflict of interest. Our flexibility allows us to tailor the scope of our relationships. Each client situation is unique and requires independent, objective care.
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N88 W16624 Appleton Avenue, Suite 6, Menomonee Falls, Wisconsin 53051, United States
Monday - Friday: 8am - 4:30pm
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