Wisconsin Welcomes You sign on wooden log structure

Aerial view of a quiet suburban neighborhood at sunrise

Boats docked at a sunny lake with blue sky and clouds.

Red farm buildings and silo in a sunlit cornfield.

Two rowboats on a pebbled shore by a calm lake.

Aerial view of a river reflecting white clouds at sunset

Arched footbridge over a calm pond surrounded by autumn trees.

Aerial view of a landscape with autumn foliage and golf course.

Bil Scherrer

565 Milwaukee Avenue, Suite 3C
Burlington, WI 53105

Phone:

262-763-2680

Fax:

262-763-6985

E-mail:

williamscherrer@afpadvisor.com

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Contact Us

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Scherrer & Associates

You work harder.

You play less.

You start earlier.

You stay later.

You give up on this.

You cut back on that.

And every day seems shorter than the one before.

Time is one of the most valuable commodities of our day.

At Scherrer & Associates we understand this, and your retirement plan will be tailored to reflect this understanding.

Together we can coordinate the products you want, with personal service that is helpful and responsive.

Our commitment to being an easy place to do business is evident in every process we use to support you.

Every aspect of what we do is designed to make the most of not just your money, but of that very special commodity – your time.

Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains wonâ€™t be taxed until they are withdrawn.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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