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Neufeld Capital Management


Personal Service
Independent Advice

 

Everyone knows it's important to save for retirement; however, very few realize how essential it is for each person to develop a personalized financial plan to transform your savings into a successful retirement for years to come.

Chris & Trevor realize that truth. As your financial advisors, we'll generously share years of experience in retirement planning and give you the personal, one-on-one attention, and service you need to invest with confidence.

As independent advisors, we have the autonomy to recommend the most appropriate investment products from a variety of companies. This gives us the ability to tailor a plan perfectly customized to meet your unique needs and goals.


Standing watch over your future

While creating a plan is an essential first step, Neufeld Capital Management knows that securing your financially independent retirement is accomplished over years of ongoing and consistent communication and partnership. Knowing someone is actively working on your behalf to develop and maintain your financial future will change everything you feel about your preparedness for the years to come. Give us a call today.




Chris Neufeld



Trevor Neufeld

Asset Maximization


Our main objective is to assist clients in navigating today's complex marketplace to accomplish their investment aspirations and goals. The recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, time frame, and income specifications.

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Social Security


We help our clients develop a clear understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on exactly how you will rely on your benefits.

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Income Planning


Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%%, we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals.

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Contact Us

Neufeld Capital Management
119 W Upham St
Marshfield, WI 54449

Phone: 715-389-8663
Fax: 715-389-9731
caneufeld@hirep.net

Our Company

  • Home
  • About Us
  • Learning Library
  • Contact Us

Our Services

  • Asset Allocation & Risk
  • Asset Maximization
  • Income Planning
  • Retirement Strategy & Risk
  • Social Security
  • Tax Planning

Our Company



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