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Robert T. Dignan, CFP®

Cedarpoint Investment Advisors, Inc.

524 Milwaukee St
Ste 300
Delafield, WI 53018
Phone: (262) 303-4503
Fax: (262) 303-4325

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Asset & Income Minimums are flexible under certain circumstances.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.