Marie Schuett
Advisor at Entirement Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Entirement Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Entirement Financial Planning LLC
Location
Watertown, WI
Credentials
CFP®, EA
Industry experience
8 years
Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management.
Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you.
Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way
Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353.
We look forward to meeting you.
1.6-.50
$7,200-$9,600
Entirement Financial Planning LLC
2023 - Present (3 years)
Kowal Investment Group, LLC
2020 - 2024 (4 years)
Mutual Securities, Inc.
2020 - 2024 (4 years)
Raymond James Financial Services Advisors Inc.
2019 - 2020 (1 year)
Raymond James Financial Services, inc.
2019 - 2020 (1 year)
Northwestern Mutual Wealth Management Company
2017 - 2019 (2 years)
Northwestern Mutual Life Insurance Company
2017 - 2019 (2 years)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Lueder Financial Group
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")