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Michael Haubrich (CFP®, CSA)

Michael Haubrich focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Real Estate Investments
  • Retirement Plan Investment Advice
  • Special Needs Planning

Planning Specialties

At Financial Service, we take care of your finances so you can look to the future with peace of mind. We specialize in financial life planning, retirement planning, career asset optimization, estate & tax planning, wealth management and elder life planning.

Additional Information

Check out our web site at www.ToYourWealth.com

NAPFA Start Date

July 14, 2004

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4812 Northwestern Ave Mount Pleasant, WI 53406-1504 Phone: (262) 554-4500 Fax: (262) 554-1907
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