# Preece Financial Services

> Wisconsin-based fee-based financial planning, investment management, tax preparation, and accounting services. Led by Austin Preece, CFP®, EA — helping individuals and families plan for retirement and reach long-term financial goals.

## Overview

Preece Financial Services is the brand for two related firms: Wealth Planning Advisors LLC (a Registered Investment Adviser registered in Wisconsin, Minnesota, and Arizona) and Preece Accounting Services LLC. Planning, investment management, tax preparation, and accounting work all live under one roof so the math lines up across services.

## Core Offerings

- [Financial Planning Services](https://preecefp.com/services): Fee-based fiduciary financial planning for individuals and families. Comprehensive plans covering retirement, investments, taxes, and risk management.
- [Retirement Calculator](https://preecefp.com/retirement-calculator): Free in-page calculator that estimates your portfolio target at retirement and the monthly savings needed to get there. Sends a branded PDF projection on request.
- [Workshops & Seminars](https://preecefp.com/workshops): Free in-person and virtual workshops on financial planning, retirement, tax, and estate topics. Live sessions and an on-demand recording library.
- [Blog & Insights](https://preecefp.com/blog): Educational articles on financial planning, investment strategy, tax season, and personal finance from the Preece team.

## On-Demand Workshop Library

- [Investing and Taxes in Retirement ](https://preecefp.com/workshops/investing-and-taxes-in-retirement-virtual) — Jun 30 · 6:30 PM CT · virtual — You've spent your whole life saving — learn how things change when it's time to start spending

## Recent Articles

- [Wisconsin LLC Annual Report](https://preecefp.com/post/wisconsin-llc-annual-) — July 7, 2026 · LLCs are REALLY popular, but not everyone realizes the annual requirements associated with them. Here are some steps to help you stay compliant.
- [How To Get Filthy, Stinkin' Rich](https://preecefp.com/post/filthy-stinkin-rich) — January 1, 2026 · "Just buy the market" is a really good idea. But what if I told you we can actually build something better? Check out how I approach portfolio building.
- [Financial Planning Considerations When Helping Aging Parents](https://preecefp.com/post/financial-planning-considerations-when-helping-aging-parents) — May 30, 2025
- [Declining Returns in Real Estate (and How To Combat Them)](https://preecefp.com/post/declining-returns-in-real-estate-and-how-to-combat-them) — May 9, 2025
- [Is Your Portfolio Risky Enough?](https://preecefp.com/post/is-your-portfolio-risky-enough) — February 7, 2025

## Support & Information

- [Contact](https://preecefp.com/contact)
- [Client Access](https://preecefp.com/client-access)
- [About](https://preecefp.com/about)
- [Privacy Policy](https://preecefp.com/privacy-policy)

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Last updated: 2026-07-22