Discover Our Philosophy
My objective is to provide my clients with a combination of both personal and professional services. I am committed to delivering a wide range of Financial Planning services, such as in-depth financial planning, estate planning, and retirement income planning. I aim to help my clients develop and sustain wealth through long-term strategies. When creating client relationships, I prioritize trust, professional advice, and personalized service. I help them establish their financial objectives and track their progress toward achieving them. Partnering with Cetera Advisor Networks, LLC as my broker-dealer, I have access to the industry's most advanced technology and insights. This allows me to work with my clients to accomplish their financial objectives. Thank you for visiting my online office. Feel free to contact me for an in-person meeting.
Meet The Team
Meet Alan Fischer, a seasoned financial advisor with experience managing financial risks and finding solutions to minimize their impact. With his ability to work with investors across multiple states, Alan is well-equipped to serve clients who split their time between different locations. He is passionate about helping clients with their financial needs, including wealth management, insurance, estate planning, and more.
When he's not helping clients pursue their financial goals, Alan is an avid outdoorsman who enjoys archery, hunting, and fishing throughout Wisconsin and the country. Alan was excited to complete his turkey grand slam in spring 2023 in Florida (harvesting one of each of the 4 sub-species of turkey in America). He's also a Packers, Brewers, and Badgers fan and misses the days when he could see Lambeau Field from his office.
Alan is active with the Greater Brookfield Chamber of Commerce and The Idea Collective Small Business Incubator.
Alan holds a degree in business from the University of Wisconsin-Whitewater.