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Sheila M. Handrick, CFP®

Wipfli Hewins Investment Advisors

2501 West Beltline Highway
Suite 401
Madison, WI 53713
Phone: (608) 270-2999
Fax: (608) 274-8085

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Retirement
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Women's Finances

 

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.