Shakespeare Wealth Management: Moves offices to Pewaukee effective November 1

Contact:

Kevin Reardon

Owner & President

Shakespeare Wealth Management, Inc.®

262-814-1600

Kevin@shakespearewealthmanagement.com

Pewaukee, WI – Shakespeare Wealth Management, Inc.® is pleased and excited to announce the firm’s move to its new offices at N22 W27847 Edgewater Drive in Pewaukee, effective November 1, 2010. The offices are located right off Highway SS, which is one exit west of the Country Springs hotel and about a half-mile north of Highway 94. The move represents an exciting new chapter for Shakespeare which recently celebrated its 10th anniversary.

“There are several key reasons that we decided to move,” said Kevin Reardon, CFP®, President of Shakespeare Wealth Management, Inc.® “We wanted a setting that was really conducive to client meetings and this setting is more appropriate for an in-depth meeting. It’s more relaxed because it overlooks Pewaukee Lake instead of a business park. It’s easy to get to, only a half-mile off the freeway. Since it’s a one-story building, there won’t be any confusion about which floor our offices will occupy. In addition, there’s plenty of easy parking so our clients won’t need to go downtown. Finally, we have quite a few clients that live further west, so this location will be more convenient to them.”

Reardon also pointed out that the relaxed setting is attractive because of the current stressful economic times. “It’s like the changing of the seasons, always a reminder of what’s real in life,” he said. “Just as winter turns into spring and summer turns into fall, clients go through changes in life and our new setting will stimulate more in-depth conversations. Watching life happen in front of you and seeing the lake is very pleasant as opposed to just being holed up in an office all day. Clients come in and we’ll be discussing major financial issues like estate planning, health issues, and family. It will be nice to be able to do this in a relaxed fashion and our new setting will help keep things in better perspective.”

Shakespeare Wealth Management, Inc.® focuses on comprehensive financial planning as opposed to just handling investment related issues. The firm is dedicated to financial planning first and foremost. In January 2010, Shakespeare implemented new financial planning software that has transformed the way it serves clients.

“The new software allows us to see each and every financial account a client has, and the information is updated on a nightly basis,” Reardon explained. “As a result, we are able to provide real time financial planning advice based not only on a comprehensive view of a client’s situation, but also a current view of their asset values. In addition, each client has their own website where they see this real time view of both their assets, and now of their financial plan. This development is incredibly empowering for clients and provides the transparency the clients deserve when we analyze their finances. This software has proven to be the greatest breakthrough we have seen in terms of helping the client because it allows us to serve them at the highest possible level.”

About Shakespeare Wealth Management, Inc.®

Shakespeare Wealth Management provides unbiased financial solutions to successful individuals, businesses and organizations. We are a Fee-Only Registered Investment Advisor committed to helping you and your family to achieve your goals. Shakespeare will assist you in managing all aspects of your Wealth, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning, Charitable Planning, and Succession Planning. For more information, please visit http://www.ShakespeareWealthManagement.com.