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About Us
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Who We ARE
FiduciaOne is a boutique financial firm in Pewaukee, WI that was founded on the principle of BALANCE. We help you find balance with all the important values and aspirations you have to accomplish in your life. We learn about you, your lifestyle and your goals and then guide you along a path to achieve what fulfills you.
To accomplish this, we create proactive tax and financial strategies to help you have more money for you and your financial goals. Then we and align those resources to help you focus on living the balanced lifestyle that you value.
At each of life's decisions and transitions, we're by your side guiding you to align those decisions with your unique goals and helping you through the transitions that can alter your original plans. Your financial plan will evolve as we integrate each of these events into the roadmap towards your goals and needs.
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HOW WE SERVE YOU
- Retirement Income Strategies
- Investment/Portfolio Management and/or Guidance
- Tax Strategy & Tax Preparation
- Tax Efficient Distribution Planning
- Tax Efficient Investment Strategies
- 401k Rollover & In-Service Withdrawals
- Life/Medicare/Long Term Care Insurance
- Fee-Only Financial Plan Options
Our METHOD
All of our plans begin with a holistic review of the six elements shown here to ensure that we have a complete picture of the nuances that are unique to your current situation.
With this information we then create a financial strategy that balances the elements of your current lifestyle that bring joy and pleasure with the goals of your future that bring stability and security.
We offer short-term planning services for those who just want to be pointed in the right direction, as well as long-term guidance and asset management for those who are looking for an advisor by their side through their financial journey.
MEET YOUR ADVISOR
Jennifer Hipkiss CFP®, EA, MSFP
Jennifer has a passion for serving clients and helping each person achieve life goals and financial security through my work. She guides clients through the many changes, challenges and phases faced in life with financial planning and motivational coaching techniques. She has over 20 years of experience in the industry with a strong emphasis in tax planning.
- MS in Financial Planning - Golden Gate University, San Francisco, CA
- BA in Economics - California State University, Sonoma, CA
- Certified Financial Planner™ since 2004
- Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service since 2019
Jennifer is a fee-based fiduciary advisor serving clients locally and across the country with in-person office locations in Pewaukee & Menomonee Falls, Wisconsin.
what is an enrolled agent?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential the IRS awards.
Like a CPA or tax attorney, an Enrolled Agent (EA) is a designation that shows education, competency testing and experience in areas of taxation. Unlike a CPA, an Enrolled Agent is focused solely on taxation, rather than accounting and bookkeeping services. Individuals who obtain the Enrolled Agent status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. Verify the status of your Enrolled Agent here.
WHAT IS A CERTIFIED FINANCIAL PLANNER (CFP)?
Financial planners who earn a CFP certification must demonstrate proficiency in risk management, investment, tax, retirement, income and estate planning.
This means that they can work with clients to provide comprehensive services across a broad spectrum of financial planning concerns.
The CFP designation works to compliment the EA designation in that most of the financial transactions one makes in their life has a tax consequence to it. Both designations work to create a comprehensive plan that is tax-efficient and able to maximize the money for each client's success.
Verify the status of your Certified Financial Planner here.