Korbitz Financial Planning LLC
Korbitz Financial Planning offers Fee-Only financial planning, tax planning and tax preparation services to individuals, couples and families throughout Milwaukee and southeastern Wisconsin.
Eric S. Korbitz, founder of Korbitz Financial Planning, works with each client to determine their specific goals and objectives in order to develop a customized plan. Since Eric is a CPA and CERTIFIED FINANCIAL PLANNER™ professional, he can evaluate a client’s entire financial picture and provide insightful direction and advice, based on their financial and tax situation.
As a Fee-Only financial planner, Eric does not sell any financial products and does not receive commissions. He focuses solely on his client's financial future and best interests by providing objective financial planning services and investment advice.
Since Eric provides individual, customized plans for each client, he takes on a very limited number of new clients, as time allows. Eric is not currently scheduling Get Acquainted meetings or taking on new clients.
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