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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Dettlaff & Company, Inc.

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United States
Brookfield, WI
Dettlaff & Company, Inc.

We help our clients achieve financial independence under all of life's circumstances. We build confidence in a financially chaotic world.

Licensing: Licensed Financial Professionals Across the U.S. | WPFG

11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

10/27/2026

Had the privilege of representing MetLife and connect with City of Waukesha employees to discuss the valuable employee benefits available to them!

We appreciate the opportunity to answer questions, provide guidance, and help employees better understand the benefits and retirement options available to them and their families.

At Dettlaff & Company, we're committed to helping individuals and families make informed decisions about their financial futures.

Thank you to the City of Waukesha for the opportunity to be part of your employee benefits program!

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

09/28/2026

Protect your business and shape your future. I can help.

09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

07/20/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

Address

13105 W. Bluemound Road, Suite 150
Brookfield, WI
53005

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.dettco.net/

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