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

Home Energy Rebates Could Save You Money

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

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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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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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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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