How Open Minded Are You

To Creating a Tax Free Retirement?

Find Out How!

As a First Responder, You’ve Devoted Your Career to Helping Others

Make Sure Your Retirement Reflects Your Dedication

See How We Help

How Open-Minded Are You

To Turn Your Police + Fire Association Into a Financial Powerhouse?

We Can Help

What Do You Know About Income Replacement?

Create an Income That You Can't Outlive!

See How

Choose Your Path

You Don’t Want to Work Forever.
But Does Your Retirement Plan Know That?

Our approach:

We sit on your side of the table Milwaukee, WI Anew Advisors

We Sit On Your Side of the Table.

We’re not in the business of selling products. You and your team deserve counsel that is unbiased—and entirely personalized to your goals and circumstances.

You are quick to respond and so are we Milwaukee, WI Anew Advisors

You’re Quick to Respond. So Are We.

When life throws a curveball you need an advisor who is reachable, straight-forward and personable.

You'll be equipped with clear insight Milwaukee, WI Anew Advisors

You’ll Be Equipped with Clear Insight.

With over 40 years experience in retirement and investment advice, we share our wisdom in a straightforward manner. You’ll be prepared to make decisions towards income choices that may impact the rest of your life.

Turn Uncertainty Into Confidence

Certainty begins with a team that understands what you’re up against: lack of access to quality information and confusion around what really is the best way to interact with the market and the economy.

Let's Talk

We Help By Geeking Out on All the Financial Information So You Don’t Have to

We’re Committed To:

Curating Milwaukee, WI Anew Advisors

Curating the most important info to keep you informed—in plain English

Translating Milwaukee, WI Anew Advisors

Translating how these trends can affect you without all the unnecessary financial jargon

Knowing Milwaukee, WI Anew Advisors

Knowing the investment landscape in and out, including the most recent regulations and the best strategies

Founder Philosophy

What really drives the markets? Our economy is driven by demand. Demand is driven by people, and people make markets. But what makes our approach different? We are told it is all about diversification, sector weighting, annual rebalancing, cost analysis, style boxes, Price/Earning’s (P/E's), Price/Share’s (P/S's), margins, costs, expenses, net income, standard deviation, Alpha, Beta—and on and on.

We believe the goal of investing should be to create an income stream to meet your future needs, one that can’t be outlived.

By creating portfolios built around the demands of people moving through the economy—instead of how Wall Street has historically acted—we believe that investors can be better positioned to work towards their investment goals.

Risk is NOT what the Dow Jones Industrial Average or S&P 500 market closed at yesterday, last week or even last year. It is not what someone said on the evening news, radio or posted on the internet about the latest tragic event or current Armageddon that is happening. A risk IS outliving your money because you may not have invested to align your current cash reserves to meet a future cash flow or expense need.

Growth of your portfolio is good, but tax-free growth is great—as long as you understand how and what you are investing in.

By the way, if you have access to an employer sponsored 401k, 403b, 457 Plan that provides matching—you might strongly consider taking full advantage of it! And did you thank your employer for offering these benefits?

Compounding interest can help make you rich. The great Albert Einstein once said “Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it.”

Mission

Give honest, impactful advice to first responders so they can build a financial legacy for their families and their brothers and sisters.

Vision

To be the investment firm of choice for our community.

Values

We act with Integrity: being honest and having strong moral principles; moral uprightness.

We display Grit: courage and resolve; strength of character.

We make decisions based on Future Thinking: favoring innovation and development; progressive. Staying focused on a plan.

Like Our Approach?

Let us know how we can help you

BRINGING OUR

Thumbs up-40 years of experience Milwaukee, WI Anew Advisors Years of Experience

HELPING

3500+

Helping 3,500 members Milwaukee, WI Anew Advisors Members

to try To Make the Most of Your

Try to make the most of your retirement Milwaukee, WI Anew Advisors Retirement

The way we see it, whether you are a first responder or business leader, you have 3 options…

1

You can continue doing what you're doing, possibly leaving you under-performing without a true vision or goal for the future.

2

Spend additional time and resources to determine if there are better solutions that fit your needs.

3

Contact our team at Anew Advisors and see how we can help.

You Safeguard Our Lives.

We’re Here to Safeguard Your Team’s Hard-Earned Future.

Whether you are part of a leadership team, a member of your local union, or a volunteer, we’re well aware of the challenges faced by first responders. Our strategies are designed to build, protect, and support you and can help turn your Union into a financial powerhouse.

Imagine building a legacy for yourself, your family, and your brothers and sisters in service, by providing:

Individual One on One Meetings Milwaukee, WI Anew Advisors

Individual One on One Meetings

Creating an individualized roadmap for each members wealth, including strategic retirement income planning and budgeting. Lets discuss.

General Account Solutions Milwaukee, WI Anew Advisors

General Account Solutions

Working with your executive leadership to set goals for your investments and to turn your union into a financial powerhouse for your members.

457 Deferred compensation Milwaukee, WI Anew Advisors

457/Deferred Compensation

Providing an alternative to current high cost, poor performing, and confusing options to reduce stress and add clarity.

457 Deferred compensation Milwaukee, WI Anew Advisors

VEBA

Employer deposits funds into a tax exempt VEBA to use for current or future out-of-pocket health-related expenses. The VEBA doesn’t replace your group health insurance plan. It works with your plan to provide additional coverage options.

Align Your Goals with Your Vision

Start Now!

How it Works

1 Answer the Call

An initial conversation to evaluate your goals

2 Assess the Scene

Getting to know your vision

3 Select Response Measures

Determine the right tactics to improve financial outcomes

4 On-Call Service

Providing year-round availability to address issues & make adjustments

You’ve worked diligently to make impactful decisions that may affect both you and the company you help lead. But you want to make sure this hard work can lead to post-work days that are confident and enjoyable.

How would you feel if you had:

Supplemental Income in Retirement Milwaukee, WI Anew Advisors

Supplemental Income in Retirement

Sometimes, your group retirement plan may not be enough for the retirement you imagined. We can provide you with a plan for tax advantaged income ideas, addressing your death benefit goals, and options on how to pay for chronic and critical illnesses.

An Income Generating Portfolio Milwaukee, WI Anew Advisors

An Income Generating Portfolio

Some plans cover having a tax efficient portfolio that generates income while addressing your growth goals. Many of our recommendations are based upon the barbell economy that include well-known companies that may be paying dividends and are used by the two largest generations, Baby Boomers and Millennial's.

A Savvy Employer Sponsored Retirement Plan Milwaukee, WI Anew Advisors

A Savvy Employer Sponsored Retirement Plan

Imagine the results you could produce for not only yourself, but for your colleagues, if your retirement plan was running optimally. With professional advice, cost effective investment menu, professional asset management, and fiduciary consulting, you can have confidence in your retirement plan.

Take Action!

Align Your Portfolio with Your Goals

Investors should be aware that investing based upon a strategy or strategies involves risk and does not assure a profit or guarantee against loss.

How it Works

1 Initial Discussion

Seeing if we’re a good fit to accomplish your objectives

2 Understand Project Scope

Taking a look at your circumstances & areas to improve upon

3 Present the Method

Outlining specific solutions for your lasting success

4 Regular Communication

Checking in & adjusting your strategies as necessary

Alleviating Your Financial Uncertainty

Can Be Possible With a Strategic Plan

Interested in Working Together?

Cost Structure

Advisory Fee Schedule
Asset Range	Individual	first responder
Up to $250,000	1.50%	1.00%
$250,000 - $500,000	1.25%	1.00%
$500,000 - $1,000,000	1.00%	1.00%
$1,000,000 - $2,500,000	.65%	.65%
$2,500,000 - $5,000,000	.55%	.55%
$5,000,000 - $10,000,000	.50%	.50%
$10,000,000 - $25,000,000	.35%	.35%
Above $25,000,000	Negotiable	Negotiable

_{Advisory fee covers all fiduciary advice given by IARs of Anew Advisors and is reflected in the chart above. Part of Anew Advisor's fee is monitoring any Third Party Investment Managers.}

_{In addition to the advisory fee, a Third Party Investment Manager may charge for investment implementation. Currently, the average investment management fee is between .50% and .75%.}

_{Total Cost Example: First Responder Advisory cost of 1.00% + Third Party Investment Management cost of .70% = 1.70% total cost}

Have a Few Questions?

Let’s Talk

How Open Minded Are You

To Creating a Tax Free Retirement?

As a First Responder, You’ve Devoted Your Career to Helping Others

Make Sure Your Retirement Reflects Your Dedication

How Open-Minded Are You

To Turn Your Police + Fire Association Into a Financial Powerhouse?

What Do You Know About Income Replacement?

Create an Income That You Can't Outlive!

Business Leader

Choose Your Path

First Responders

You Don’t Want to Work Forever. But Does Your Retirement Plan Know That?

Our approach:

We Sit On Your Side of the Table.

You’re Quick to Respond. So Are We.

You’ll Be Equipped with Clear Insight.

Turn Uncertainty Into Confidence

We Help By Geeking Out on All the Financial Information So You Don’t Have to

We’re Committed To:

Founder Philosophy

Mission

Vision

Values

Like Our Approach?

The way we see it, whether you are a first responder or business leader, you have 3 options…

1

2

3

You Safeguard Our Lives.

We’re Here to Safeguard Your Team’s Hard-Earned Future.

Imagine building a legacy for yourself, your family, and your brothers and sisters in service, by providing:

Individual One on One Meetings

General Account Solutions

457/Deferred Compensation

VEBA

Align Your Goals with Your Vision

How it Works

1

Answer the Call

2

Assess the Scene

3

Select Response Measures

4

On-Call Service

How would you feel if you had:

Supplemental Income in Retirement

An Income Generating Portfolio

A Savvy Employer Sponsored Retirement Plan

Take Action!

How it Works

1

Initial Discussion

2

Understand Project Scope

3

Present the Method

4

Regular Communication

Alleviating Your Financial Uncertainty

Interested in Working Together?

Cost Structure

Advisory Fee Schedule

Asset Range

Individual

first responder

Have a Few Questions?

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It’s Time to Enhance Your Plan

And Take Control of Your Future

Peace of Mind Starts Here

You Don’t Want to Work Forever.
But Does Your Retirement Plan Know That?