Roth Street Financial
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Rise and shine — is your retirement plan in line? A new day is a great reminder that clarity doesn’t happen by accident. According to Schwab’s 2024 Modern Wealth Survey, only 36% of Americans have a written financial plan, yet those who do are far more likely to feel confident about reaching their financial goals. Your future deserves more than hope, it deserves a plan.
Source: Charles Schwab, 2024 Modern Wealth Survey.
New savings accounts for kids can create opportunities-but details matter. Grandparents should be especially careful before opening a Trump Account for a grandchild.
Information is for educational purposes only and should not be considered tax or legal advice.
04/30/2026
Our Services:
Retirement Income Planning
Despite abundant retirement resources, planning is harder than ever due to inflation and economic shifts. Retirement income planning helps maintain your pre-retirement lifestyle by drawing income from multiple sources such as Social Security, rentals, stocks, or part-time work. At Roth Street Financial, Joe Onopa helps Midwest clients explore options comfortably, providing realistic insights into potential gains and risks.
Tax-Free Retirement
A tax-free retirement may seem unrealistic with taxes in nearly every transaction, but smart planning with tax codes can make a big difference. At Roth Street Financial, Joe Onopa guides Midwest clients toward more efficient strategies. He helps structure portfolios—whether in stocks, real estate, or other assets.
Wealth Management
Wealth is often built gradually, yet it can quickly become difficult to manage on your own. Wealth management strategies help oversee trust planning, taxes, and assets comprehensively. At Roth Street Financial, Joe Onopa assists Midwest clients in Middleton with personalized advice to better control their financial future and protect their family’s legacy.
Efficient Tax Planning
Efficient tax management requires a detailed look at your assets, income, and holdings to keep more of what you earn. A financial advisor structures your taxes holistically, considering your full financial picture. At Roth Street Financial, Joe Onopa helps clients optimize tax strategies and reduce risks through in-depth knowledge of local, state, and federal regulations.
Assets Under Management
Every asset class plays by its own constantly changing rules. Assets under management involves the professional selection, structuring, and maintenance of your portfolio.
Investment Management
Investment management goes beyond simply watching the markets. A financial advisor learns your style and helps clear clutter so you can see your portfolio more clearly.
Let's put a plan together for your financial future. Call (608) 977-4114 today.
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Madison, WI
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