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My goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. 

I hope you find this site informative and useful.  Please contact me if you would like more information about a particular product or service.

I look forward to hearing from you.

Theodore G. Baer, CFP®, CIMA®, AIF®, MBA

 

Next Level Planning and Wealth Management

325 North Corporate Drive, Suite 120

Brookfield, Wisconsin  53045

 

 

Cellular:  262-391-8542

 

Direct:  262-432-9262

 

Main:  414-369-6620

 

Fax:  414-369-6630

 

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  • Next Level Planning and Wealth Management

  • 325 North Corporate Drive, Suite 120
    Brookfield, WI 53045
  • Map and Directions
  • Phone: Cellular: 262-391-8542, Direct: 262-432-9262
  • Fax: 414-369-6630
  • www.tedgbaer.com