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Dettlaff & Company Incorporated

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

Phone:

(262) 860-1180

Fax:

(262) 860-1097

E-mail:

Customer Relationship Summary 

Daniel J. Dettlaff | Financial Services Professional

YOUR CHOICE FOR FULL-RANGE INVESTMENTS, INSURANCE, & FINANCIAL SERVICES!

For over two decades now, we've believed in building relationships through face-to-face interaction, and adhering to a strategy of recommending quality protection products and investments that have proven themselves over time.

We understand this approach might be considered unfashionable. But if it means helping our clients achieve their goals, whether for retirement, education, financial security, or just a sense of confidence, it's an approach we plan to continue for many decades to come.

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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