Kristen LaFranzo
CFP®, BFA™
Retire with confidence — and invest with purpose.
State(s) Licensed: AZ, FL, IL, MN, TN, WI
189 E. Chestnut St.
Burlington, WI 53105
Retire with confidence — and invest with purpose.
State(s) Licensed: AZ, FL, IL, MN, TN, WI
Be confident throughout your financial journey
If you’re nearing retirement or navigating an inheritance, I’ll help you turn big financial decisions into a clear plan — with guidance that’s personal, practical, and built around what matters to you.
If you’re looking for a steady guide through retirement decisions, investment choices, and life transitions, here’s what our work can include:
• Retirement readiness & income planning
• Social Security and pension decision support
• Investment strategy and risk alignment
• Tax-aware planning (in coordination with your tax professional)
• Protection planning for ‘what-ifs’
• Legacy and beneficiary strategy (in coordination with your attorney)
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Burlington Office
- Phone:
- 262-757-0199
Hours
M – F: 8 a.m. – 5 p.m.
Kenosha Office
- Phone:
- 262-757-0199