Thank you for visiting Ted Baer's website in partnership with LPL Financial located at PyraMax Bank. 

CONNECT

Address:

7001 West Edgerton Avenue
Greenfield, WI 53220

Phone:

Direct: 414-235-5844 Cellular: 262-391-8542

Fax/Other:

414-377-8010

The Financial Planning Process

To develop a solid financial plan, it's important to cover all your bases. The process involves Examining your current situation, Setting financial goals and measuring your progress.  A financial planner can take you through the financial planning process steps to work toward your financial goals.

6 Steps to Help You Create a Financial Plan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As an integral part of the financial planning process, the pyramid of financial independence can be the cornerstone of a financial plan.  Please refer to the following graphic illustrating this concept.