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Call 262-514-3800 Text 262-994-3650 Email kjtax@kjtaxacct.com Today
There are many great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page. Wealth Management Alliance
Lara, May & Associates, LLC
Lara, May & Associates, LLC (LMA) offers a comprehensive range of financial planning and investment management services with over 40 years of experience. In 2007, Focus Financial Partners recognized LMA's impressive legacy with clients and extended an invitation for partnership. Focus is the world's largest independent wealth management organization. We integrate the tax planning with the wealth management. Perhaps the number one reason many of our clients have worked with us for 20 years or more is that we've refined client service to an art form.
Chris J. Cincera, CPA, PFS – Wealth Management Advisor
610 Main Street, Suite 13 P.O. Box 2744 (Mailing) Frisco, CO 80443 303-880-4525 Cell 970-668-5700 Office 970-668-5701 Fax ccincera@laramayllc.com
Chris Cincera joined Lara, May & Associates, LLC in 2012 as a Wealth Management Advisor. He focuses on first understanding his clients’ complete financial picture, and then he applies his unique investment approach, utilizing his tax background, to maximize after-tax investment returns. Chris spent 6 years in the public accounting industry, with a focus in taxation, as a Certified Public Accountant (CPA). He still maintains his active license specializing in financial and investment planning for high net-worth individuals and closely held companies.
Prior to joining Lara, May & Associates, Chris served as the founder and principal of Colorado Family Advisors, LLC. He was responsible for firm management and headed up client service, financial planning and investments. Previously, Chris was also the Chief Financial Officer for a large family office based in Denver, Colorado with assets under management approximating $1.2 Billion. Chris was responsible for numerous areas of expertise, including serving as a member of the investment committee which developed asset allocation, strategy implementation, risk management, investment manager selection and individual public equity stock selection. He was also responsible for cash management, accounting and treasury operations. In addition, Chris has worked closely with four private foundations, an operating foundation and a public charity. He has held numerous senior financial executive positions (public and private) for the past 24 years.
Chris is a 1990 graduate of the University of Wisconsin where he earned his Bachelor’s degree in Business Administration, with a major in Accounting. He has also earned the designation, Personal Financial Specialist (PFS) from the AICPA.
Edward Jones
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I came to Edward Jones in 2010 to help individual investors work toward achieving their financial goals and we are now celebrating our 15th year serving Waterford and the surrounding communities. In 2001, I earned my B.M. from UW-Whitewater and in addition, I received the AAMS® professional designation in 2012. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am a member of the Waterford Kiwanis. However, my most gratifying, and sometimes challenging, role is that of a father. My wife, Ellen, and I have one son, Roland and expecting in spring 2013.
At Edward Jones, we’re focused on you. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. We provide the investments, services and tools our clients need to work towards their financial future.
Financial
Community State Bank
Community State Bank is a great local bank that is ready to serve the Southeastern Wisconsin market. A nice size bank that pays attention to individual needs. Bill Czaja Insurance Agency, Inc.
Bill Czaja walks the talk when it comes to insurance. We recommend that you see Bill for all of your insurance needs. When it comes down to purchasing insurance, it's all about integrity, knowledge and trust. Bill puts his clients interests first and foremost and thats the way it should be. Governmental
Waterford Area Chamber of Commerce
Waterford Area Chamber of Commerce. Our Mission is to promote, support and expand business in Waterford and its surrounding areas. East Troy Area Chamber of Commerce
Thank you for your interest in the East Troy Area Chamber of Commerce and our fine community. Whether you're a newcomer or have lived here all your life, you've probably discovered "The Good Neighbor Community" is more than just a catchy slogan.
East Troy is a friendly town, filled with residents and business owners who value small town living. We have a strong public school system, which is complimented by a variety of private school options. Our local clubs and organizations provide a variety of hometown events that allows residents and visitors alike to "Enjoy East Troy."
The Chamber functions as the hub of East Troy, providing the communication link between the various sectors of the community. Our knowledgeable staff operates a full time Visitor Information Center, which is stocked with many helpful resources. And as you know, our Web site is filled with valuable information for visitors, businesses and our Chamber membership.
Our members benefit from the many services and programs the Chamber provides:
- Member networking, referrals and promotion
- Community events, marketing and public relations
- Member advocacy in local government relations
- Accurate and current member and community information
On behalf of the Chamber's Board of Directors,
Lori Szolwinski from First Citizens State Bank-East Troy Office President, East Troy Area Chamber of Commerce Mukwonago Area Chamber of Commerce
The village of Mukwonago lies in a unique setting in Southern Waukesha County beckoning the shopper who looks for more than the usual shopping experience. The area abounds with the ambiance of history and charm. A walking tour brochure is available at the Chamber of Commerce office. Discover unique shops, restaurants and accommodations. Come spend a day or a weekend. From I-43 exit on Hwy 83 North or I-94 exit Hwy. 83 south. The heart of the village is located at the intersection of Highways 83 and ES. Social Security Administration
Information on Social Security, Disability and Medicare Benefits. U.S. Small Business Administration
Small business programs and services to help you start, grow, and succeed. Wisconsin State Department of Revenue
Get all of the information you need pertaining to State of Wisconsin taxes. Internal Revenue Service
Get access to the IRS website here. The IRS actually did a nice job on their website. Wisconsin Property Tax Locator
Use this site to look up your property tax bill and how much was paid for your real estate taxes and more. News
MSNBC - Microsoft & NBC
MSNBC is the place for up to the minute news. Many of the news articles have audio and video clips. Money Magazine
Money Magazine offers an online edition that is a great resource for financial information. Wall Street Journal
Complete financial news service offers personalized news and market quotes. Plus, links to Barrons Online and Smart Money Interactive.
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