Meet Your Advisor
Jennifer Hipkiss CFP®, EA, MSFP
I have a passion for serving clients and helping each person achieve life goals and financial security through my work. I guide clients through the many changes, challenges and phases faced in life with financial planning and motivational coaching techniques. I have 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
I am a fee-based fiduciary advisor serving clients locally and across the country. In-person office locations in Pewaukee & Menomonee Falls, Wisconsin.
What is an Enrolled Agent (EA designation)?
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.
At FiduciaOne, our tax experience and services focus solely on the taxation of professionals, professional couples and small businesses owners; like professional consultants, advisors, real estate agents or other small business owners. We focus on tax strategies for these specific clients so we can be best prepared to help you thrive. We let the CPAs provide accounting and tax services to those larger businesses and business owners that benefit and we focus on those left behind that can benefit from the valuable services of tax planning that larger companies and clients receive.
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 designation)?
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. Therefore, Jennifer found it extremely valuable to utilize both designations to serve her clients. 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.
About FiduciaOne, LLC
What We Do To Serve You
We are about balance - helping you balance all the important values and aspirations you have to accomplish in your life. Our goal is to learn about you, your goals and ideals and be your financial guide to achieve what fulfills you.
How do we do it? We create proactive tax and financial strategies to help you have more money for you and your financial goals and align those resources to help you focus on living the balanced lifestyle that you value.
Fiduciary Financial Advice
- 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
We are here as your coach and guide as you make the many individual financial decisions faced through the phases of your life. Life is full of transitions and decisions. We help guide you to align those decisions with your unique goals and help you face the changes that occur. A financial plan integrates each of your decisions into a roadmap towards your goals and needs.
Our process makes sure each of your decisions lead you towards your goals, efficiently and cost-effectively for you and keeps changing to evolve as you do.
Our firm is a small, boutique financial firm. Our goal is to make sure we deliver the highest level of client service to every client.
We offer a complimentary review to prospective clients where we will learn more about you and what you are trying to achieve and provide you a personalized service quote. Our goal is to earn your business and build a long term relationship, guiding you to financial success.