JUNGEN & CO. FINANCIAL ADVISERS
Michael J. Jungen,
Financial Adviser
(414) 778-7310
Every endeavor worth pursuing starts with a Vision - an idea of what could be. An exciting opportunity, a new business venture, an image of a better future and the life you want to live.
As important as your Vision is, the odds of success are better if you have a Plan to achieve it - and a Path to help you get there. Our role and Jungen & Co. is to help foster a collaborative planning environment that creates the Focus that's needed while providing the Orchestration that is critical to success.
By working to help you crystallize your objectives and prioritize your goals, we can create a better understanding of what's needed to increase the odds that your vision will become your reality.
It all starts with you - your dreams and your goals. But we live in a complicated world with competing needs, wants and resources that will need to be managed.
Our Holistic Planning ProcessTM will look at all your goals and resources concurrently- so that you can be confident that all these parts are working in harmony with one another.
Download Your Own Visioning Excercise Here
Jungen & Co. Financial Advisers has been providing Financial Planning and Investment Advice to clients in Milwaukee County and surrounding areas for over 27 years.
Click here to see the Focus Of Our Work.
Please use our web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.