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Benjamin J. Hayes, CFP®

Wipfli Hewins Investment Advisors, LLC

469 Security Blvd
Green Bay, WI 54313
Phone: (920) 662-2866

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

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