Company:Paula HoganCurrent Opportunities (1) Company Website Location(s):250 W. Coventry Ct.Suite 202 Milwaukee, WI 53217 Map Location Phone:(414) 352-9111Fax:(414) 352-3166Industry:Finance / Banking / AccountingSize:6-10 |
Company Overview
Paula Hogan provides comprehensive, fee-only financial planning and portfolio management services to individuals and families.
We help clients get their finances organized, under control, and growing safely over time in a way that is comfortable and low-hassle for the client. WHAT WE OFFER: A comprehensive financial planning relationship anchored by portfolio management services including implementation of investment suggestions and quarterly portfolio performance reports, plus continuous and direct assistance with all aspects of financial planning. We also coordinate as appropriate with the client's attorneys, accountants, bankers, career counselor or other advisors, real estate and insurance agents, and family members, as well as with various service vendors, to ensure smooth, comfortable, and coordinated implementation of planning ideas on a continuous basis. |