Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Wisconsin > Milwaukee > Craig R. Pluta, CFP®
Find the Certified Financial Planner™
Who's right for you.

Craig R. Pluta, CFP®

Alliance Wealth Management, Inc

135 S 84th St
Ste 135
Milwaukee, WI 53214
Phone: (414) 607-9300
Fax: (414) 607-9309

Toll-free: (800) 931-2480

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $150,000
Investable Asset Minimum: $1,000,000

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

 

How Planner Charges

Considerations: several methods available to match the cleint's needs

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