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You will find that unlike many websites, our content is updated often with the latest informational articles and videos regarding your taxes, your investments, and your overall financial well-being.

As a family business, The Leist Group offers you the stability of a larger company with the high level of individualized attention of a smaller firm. We welcome you to visit us for a no obligation consultation.

Save Money with in-House Tax Preparation! Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.

Helpful Content

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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Featured Team Member

David M. Leist

David entered the insurance world in 1978, and later focused his skills in retirement planning and other financial matters for investors age 50 and above. Before his retirement, David felt it was important to share his knowledge as...

Michael D. Leist, EA, RICP®
Certified Financial Fiduciary®

As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his...

Mickey O'Mara

Mickey joined The Leist Group in 2009 as an Administrative Assistant and has since evolved into a versatile operational leader. Over her tenure, her responsibilities expanded to include digital content management, marketing campaigns,...

Anne McDaniel

Anne spent 30 years in the hardware industry with Ace Hardware and 12 years in the elevator industry. No matter what Anne is doing, customer satisfaction is her number one goal. She is the person who remembers your dog’s name and what...

Mark King, Attorney

King Legal Group, S.C. and Attorney Mark King have been representing clients throughout Southeastern Wisconsin for the past sixteen and a half years in matters related to Corporate Law, Estate Planning and Taxation.In addition to...

Clay Tyree, Certified Financial Fiduciary®

In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable...

As an Investment Adviser Representative with The Leist Group, an independent insurance agent, and a licensed Mortgage Loan Officer (NMLS# 1595915), my goal is to preserve your financial future. My goal is to help prepare clients for...

Mary Beth Carroll

Mary Beth assists our back office with client onboarding, password and website troubleshooting, Roth conversions, handling client withdrawal requests, and other support related activities. If you have requested funds, you have...

With 15 years of accounting experience and 7 years of hospitality management, Walter brings a powerful blend of elite client service and advanced financial strategy to our firm. He leads our Tax Practice as our Tax Manager and as well...

Tim works in our back office handling the opening and verification of new accounts, as well as providing support for anything else he can do to help keep The Leist Group running smoothly. He is a graduate of UW-Madison with a degree in...

Office:	(262) 796-0030
Mobile:	(262) 7772984
Fax:	(262) 796-1877