Broker Check

Plan Your Retirement With Confidence

Through comprehensive financial planning, we help you manage investments, reduce taxes, protect your assets, and build a strategy for sustainable retirement income.

Get Started

What We Do
We Work Best With People Who Are...

. . .driven by purpose and committed to Financial Independence.  Our clients seek personalized guidance and are looking for us to help them enjoy a comfortable and secure retirement.

 

. . .interested in tax optimization and want to verify their investments are suitable for their goals and confirm that they have an efficient plan to maximize their estate.


Retirees

Retirees

Enjoy a Comfortable and Secure Retirement

We'll help preserve and grow your wealth while reducing taxes. Our retirement planning services include:



  • Creating sustainable income streams
  • Optimizing Social Security benefits
  • Managing investments based on your risk tolerance
  • Implementing tax-efficient strategies
  • Updating your estate plan
  • Reviewing insurance coverage

Schedule a consultation today to learn how we can help you achieve your retirement dreams.

Learn More
Pre Retirees

Pre Retirees

 Plan for a Fulfilling Retirement

Approaching retirement?  We'll help you:

  • Assess your retirement readiness
  • Create a personalized retirement plan
  • Optimize your savings strategy
  • Manage your investments effectively
  • Maximize Social Security benefits
  • Plan for long-term care
  • Minimize your tax liability

Schedule a consultation today to start planning for a comfortable and secure retirement.

Learn more
Small Business Owners

Small Business Owners

Build a Sustainable Financial Future

We help business owners navigate financial complexities with:

  • Comprehensive financial planning for growth
  • Tax optimization strategies
  • Personalized retirement planning
  • Succession planning
  • Risk management solutions
  • Performance analysis for informed decisions

Schedule a consultation today to learn how we can help your business thrive.

Learn more

How We Help
We make it Easy To Manage Your Wealth

Imagine a world where your financial future is secure, your investments are optimized, and your retirement dreams are within reach. At The Capital Group, we're committed to making that world a reality. Our team of experienced financial professionals is dedicated to providing you with personalized guidance and tailored solutions to help you achieve your financial goals. With our expertise in finance & wealth planning, retirement solutions, and tax guidance, we'll simplify the complexities of managing your wealth and empower you to make informed decisions.

Finance & Wealth Planning

Our team of experts will work with you to create a customized financial plan that aligns with your unique goals and risk tolerance. We’ll conduct a thorough analysis of your current financial situation to identify areas for improvement and optimize your wealth. We’re committed to providing ongoing guidance and support as your financial needs evolve.

Retirement Solutions

Let us help you create a retirement plan that ensures a comfortable and financially secure future. We’ll develop investment strategies tailored to your retirement goals and risk profile and assist you in creating a sustainable retirement income stream to meet your lifestyle needs.

Tax Guidance

We will help you minimize your aggregate tax liability and maximize your after-tax returns. We’ll provide proactive tax planning strategies to help you avoid costly tax mistakes and ensure that you comply with relevant tax laws and regulations.

"My experience with The Capital Group has been far above my expectations. I receive expert personal service. Some of the requests I have made might seem bothersome and trivial to other companies, but The Capital Group has always responded and gone above and beyond consistently. I recommend TCG to everyone when the topic of finances and investment arise. I firmly believe I could not receive a higher level of service at any price!" 

Wayne D.

Build Confidence For Your Financial Future

Ready to take the next step toward a more secure financial future? Don't let financial uncertainty hold you back.  Schedule a consultation with one of our experienced advisors today.

Speak With An Advisor

Recognized Among the Nation’s Top Financial Advisors

Including Forbes Best-In-State Wealth Advisors, InvestmentNews Top Advisors, and ETF.com Top 100

Thank you to our clients for making this possible.


                                  

                     

John Litscher was named a 2025 Leaders: Top 100 Advisor by etf.com, which was sponsored by Invesco Distribution, Inc.  The etf.com Leaders list spotlights advisors who have demonstrated outstanding expertise, growth, and leadership in helping clients navigate the ever-evolving world of exchange-traded funds in portfolios.  John applied for this recognition.  No fee or compensation was provided or required for consideration or inclusion on this list. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  This ranking should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.  For more information, please visit etf.com/leaders. 

About Us
A Team That
Understands You

At The Capital Group, we’ve learned that a team approach is the most effective way to navigate the complex financial landscape. By combining diverse perspectives and expertise, we can tailor a personalized strategy to meet your unique needs.

We believe that a collaborative approach leads to better outcomes. Our team works together to provide comprehensive financial advice, from planning and execution to ongoing support. We’ll proactively guide you toward your goals, leveraging the most efficient strategies available.

Meet The Team

"I was first introduced to The Capital Group through my employer. I chose to continue with them when I retired. I have been pleased with their services throughout this period. They keep me updated on how my account is doing and have been available to answer questions when I have them."

Nancy F.

Success Stories
Retirement Planning Case Studies

See how we've helped clients like you achieve their retirement goals.

Discover real-world examples of how our personalized retirement planning strategies have transformed lives. Learn about the unique challenges our clients faced and how we worked together to develop tailored solutions.

Case Study 1: Work Optional

A Comfortable Retirement,
on Their Terms

"Alex and Sarah, successful professionals, are not quite ready to retire but are proactively planning for their future financial security. While they've built a comfortable life and maximized their retirement savings, they face uncertainties about their ideal..."

Read More

Case Study 2: Nearing Retirement

A Secure Retirement for Emily

"Emily, a successful tech executive, had accumulated significant wealth over the years. As she approached retirement, she was eager to ensure her assets were invested wisely and would provide a comfortable lifestyle..."

Read More

Case Study 3: Retirement

A Secure Retirement for Tom and Lisa

"Tom and Lisa, recently retired from successful careers, are eager to embark on their next chapter. They envision a retirement filled with travel, hobbies, and community involvement. However, they want to ensure their retirement income lasts a lifetime..."

Read More

Ready For Retirement?

Are you retirement ready? Take our 21-point wealth assessment
to get a personalized evaluation of your financial situation.

"Thanks to John Litscher and The Capital Group, we are able to enjoy our retirement and not stress about our financial future. John and his team really care about us, not just our investments...and that means a lot to us."

Steve Q.

21 Point Wealth Assessment

Testimonials
Hear What
Our Clients Have to Say

"John and the professionals at the Capital Group have been outstanding to work with over the years. I have entrusted them with my family’s financial security. I hold that and them to the highest standard. They have earned my trust with honesty, creative problem solving, excellent communication and a genuine care for the people/family that they are helping. I can’t say enough positive things about John and the Capital Group. They get my highest recommendation and that is something I don’t say very often."

Michael H.

"Working with Kevin Mohr for 20 years has been a comfort. I know I can always contact him with a question or concern. He has met my need to invest only in socially responsible institutions and helps to steer me in the right direction!"

Sara B.

"Thanks to John Litscher and The Capital Group, we are able to enjoy our retirement and not stress about our financial future. John and his team really care about us, not just our investments...and that means a lot to us."

Steve Q.

"I have been working with Kevin Mohr for many years. He has provided valuable assistance managing my investments and helping me plan for retirement. He and his team provide excellent customer service. Andrea and Mikayla have been very helpful and are always very responsive to my inquiries. Kevin goes out of his way to meet with customers, understand their financial goals, and help them work towards achieving them."

Rahel G.

"For over twenty years I have been using The Capital Group and John Litscher for my investments and to achieve my retirement goals. Now at age 74 I feel very comfortable financially and am thankful for the advice and forward thinking that John and his group have given me over the years. The entire staff is both professional and also very pleasant to work with."

Don H.

"We have been Kevin Mohr's clients for almost 20 years. Our meeting was one of those fortunate occurrences that just sometimes happens in life. Kevin has been our rock when we panicked during market turmoil. Kevin has helped us pick our investment portfolio that matches our preferences weighing the return on investment & social consciousness. We can't speak more highly of Kevin Mohr and his entire team. Thank You, Kevin."

Cliffe L.

Read More Client Testimonials
Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.

FAQ

  • Why work with a financial advisor?

    Working with a financial advisor can provide numerous benefits, including:

    Objectivity: Advisors can offer an unbiased perspective on your financial situation and help you make informed decisions.
    Expertise: Advisors have the knowledge and experience to navigate complex financial markets and develop tailored strategies.
    Accountability: Having an advisor can help you stay on track and accountable to your financial goals.
    Time Savings: Advisors can save you time and effort by managing your investments and handling administrative tasks.
    Improved Returns: According to a Vanguard study, investors who work with financial advisors tend to outperform those who manage their own portfolios.


    Vanguard quantified the value-add of an advisor to come in at 3%/year or your investment account. This 3% savings comes from a multitude of ways our advisors will assist you such as:

    1. Suitable asset allocation using broadly diversified investments
    2. Cost effective implementation
    3. Rebalancing
    4. Behavioral finance coaching
    5. Tax decisions and asset location
    6. Withdrawal order for client spending
    7. Total-return versus income investment

  • What credentials do you have?

    Our team of financial advisors boasts a wide range of professional credentials, including:

    Certified Financial Planner (CFP)
    Chartered Retirement Plans Specialist (CRPS)
    Accredited Wealth Management Advisor (AWMA)
    Chartered Retirement Planning Counselor (CRPC)
    MS in Finance, Investment, and Banking
    Adjunct Professor at the University of Wisconsin Law School


    These credentials demonstrate our commitment to ongoing professional development and our ability to provide you with the highest quality financial advice.

  • What is your experience? 

    100+ years of combined experience in providing financial advisory services to clients in Wisconsin and across the country.  

  • What services do you offer?

    1. Investment planning

    2. Estate planning and charitable giving strategies

    3. Retirement planning

    4. Risk management and insurance

    5. Generational wealth and family finance planning

    6. Cash flow and budgeting

    7. Tax reduction strategies

    8. Business owner planning

  • What is your financial process?

    Our financial process is designed to provide you with a personalized and comprehensive approach to wealth management. Here's a breakdown of our steps:

    1. Initial Consultation: We'll schedule a meeting to discuss your financial goals, risk tolerance, and current financial situation.
    2. Financial Planning: We'll create a customized financial plan that outlines your short-term and long-term objectives.
    3. Investment Strategy: Based on your financial plan, we'll develop an investment strategy that aligns with your risk tolerance and goals.
    4. Tax Strategy: We'll work to optimize your tax situation and minimize your tax liability.
    5. Insurance Strategy: We'll review your insurance coverage to ensure you have adequate protection for your assets and family.
    6. Retirement Strategy: We'll develop a retirement plan that helps you achieve your retirement goals and ensure a comfortable financial future.
    7. Implementation: We'll implement your investment strategy and monitor your portfolio on an ongoing basis.
    8. Review and Adjustments: We'll regularly review your financial plan and make adjustments as needed to ensure it remains aligned with your evolving needs.

    Our goal is to provide you with a transparent and collaborative approach to managing your wealth.

  • How often will we meet?

    At the onset of relationship there are multiple meetings to go through data gathering, plan presentation, and implementation. Once we are in monitor mode we recommend at least one annual meeting to review your financial plan and make any necessary adjustments. However, we're flexible and can schedule additional meetings as needed at no extra charge. Your specific needs and preferences will determine the frequency of our meetings.

  •  How can I minimize my tax liability

    There are several strategies to minimize your tax liability, including:

    Contributing to tax-advantaged retirement accounts: Maximize contributions to tax-deferred retirement accounts like 401(k)s and IRAs.
    Understanding tax deductions and credits: Take advantage of available tax deductions and credits, such as mortgage interest, charitable contributions, and education expenses.
    Tax-loss harvesting: Sell investments at a loss to offset capital gains and reduce your taxable income.
    Strategic tax planning: Work with a tax professional to develop a tailored tax strategy that minimizes your tax burden.
    Staying informed about tax laws: Keep up-to-date on changes in tax laws and regulations to ensure you're taking advantage of the latest strategies.

Contact Us
Let's Get Started

Thank you!
Oops!

Complimentary OBBBA Comparison Tool: See How New Tax Rules Affect You

Download our FREE Guide: Don't get caught off guard by the major tax changes coming with the One Big Beautiful Bill Act. This free download will show you exactly how the new tax laws compare to current rules and how we can help you create a strategy to maximize your savings under the new system.

Enter your information for our free guide

Thank you for your submission! There was a problem with the form submission. Please try again.