Financial Advisors
Middleton, WI
Standard of (k)are Advisors is a retirement and investment consulting firm based in Middleton, Wisconsin, specializing in helping individuals achieve retirement readiness. They serve both retirement plan fiduciaries and individual participants, offering financial wellness planning, investment guidance, and ongoing retirement plan monitoring using their proprietary Standard of (k)are™ financial wellness tool. The team provides bilingual support (Spanish and English) and combines personalized advisory services with educational resources to help clients create a comprehensive retirement strategy.
Ideal for: Individuals planning for retirement, 401(k) plan participants, small to mid-sized employers offering retirement benefits, bilingual clients seeking Spanish-language financial advice
Service area: Middleton, Wisconsin and surrounding areas
Proprietary Financial Wellness Tool: Uses the Standard of (k)are™ financial wellness platform to help clients develop a clear picture of their retirement readiness and monitor progress over time.
Bilingual Support: Offers Spanish-language advisory services, making retirement planning accessible to more clients in the community.
Dual Focus on Fiduciaries and Participants: Serves both employers and retirement plan fiduciaries managing compliance, as well as individual employees seeking personal retirement guidance.
Address: 2711 Allen Blvd Suite 322, Middleton, WI 53562
Phone: (866) 949-4015
Website: sokadvisors.com
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