Making & Meeting Goals

 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. 


Prudence and Process- The Fiduciary Standard

 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.  


Who We Are

 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. 


Building Strong Futures

 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. 


Contact Us

Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

e^2 Retirement Consulting

N88 W16624 Appleton Avenue, Suite 6, Menomonee Falls, Wisconsin 53051, United States

Office: (414) 376-5437 Email:


Monday - Friday: 8am - 4:30pm

Saturday: Closed

Sunday: Closed

Request A Consultation


 Check the background of your financial professional on FINRA's BrokerCheck.

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.

Securities Licensed in IL, FL, GA, MN, TX, WI

Securities and Advisory Services Offered Through Harbour Investments, Inc. | Member FINRA and SIPC | FINRA's BrokerCheck