• Our Services
  • Our Team
  • Stress Test
  • Resources
    
    •    Blog
    •    Success Stories
  • Events
    
    • Client Events
    • Retirement Masterclass
    • Social Security Class
  • For Clients
    
    • Client Portal
    • WealthCare365™
    • Service Request
  • Contact Us
  • Contact us
    
Let’s Get Started


Contact us

Ready to Secure Your Financial Future?

  • (262) 764 4816
  • support@retirement-advocates.com
  • 6123 Green Bay Road, Suite 210
  • Mon – Fri, 9:00 am - 5:00 pm

Thank you! We’ll get back to you soon

We have received your message and will get back to you as soon as possible. Our team is dedicated to providing the best support and we appreciate your patience.

Oops! Something went wrong while submitting the form.

Retirement is your time to enjoy life, free from financial worry. Our personalized planning is designed for those with $300k+ in assets, giving you the clarity and added security you need for a stress-free future.

  • Home
  • Stress Test
  • Our Team
  • Our Services
  • Service Request
  • Our Mission
  • Blog
  • For Client
  • Success Stories
  • Contact

Contact

  • (262) 764 4816
  • support@retirement-advocates.com
  • 6123 Green Bay Road, Suite 210, Kenosha, WI  53142
  • Mon – Fri, 9:00 am - 5:00 pm

Advisory services offered through Portfolio Medics.

Views expressed by Retirement Advocates Inc. & Maria G. Fliess are theirs alone and are not affiliated with Portfolio Medics. This summary is for informational purposes only and shall not constitute advice, nor is it an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss, and past performance is not a guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio, and there is no assurance that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold, or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy, or reliability.