Rozman Wealth Management-Brookfield Wisconsin

We are here to help you define your financial goals, monitor your progress and minimize your risk.   We specialize in retirement planning for affluent families and small businesses. 

 

 

Kurt Rozman, Senior Financial Advisor and President of Rozman Wealth Management, was named as a Five Star Wealth Manager* in 2009 and 2010.  Paul Serdynski, CFP ®, Financial Advisor & Andrew LaFontain, Vice President were named Five Star Wealth Managers* in 2011.

 

 

 

 

 * Survey was conducted by Crescendo, an independent third-party research firm, who surveyed 34,000 magazine consumers and 4,600 Financial Service Professionals to evaluate the 50,000 candidates in the Milwaukee area as the best in client satisfaction Wealth managers.  The evaluation was based on nine criteria: customer service, integrity, knowledge/expertise, recommendations and overall satisfaction.  After survey results are tallied they take the top scoring candidates which represent less than 7% of their market who have a minimum five years of experience in the financial services industry. The rating is not representative of any one client’s experience and is no guarantee as to a client's future investment success or an advisors selection or performance in the future.  For more information, go to www.fivestarprofessional.com/wmresearch/.

 
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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