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Mark Ziety, CFP®

Shakespeare Wealth Management, Inc.

N22 W27847 Edgewater Dr
Ste 101
Pewaukee, WI 53072
Phone: (262) 814-1600
Fax: (262) 814-0600

Toll-free: (877) 814-1600

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Household Income Minimum: $100,000
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Succession Planning
  • 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.