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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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

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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