Small Business Financing Brookfield WI

Looking for Small Business Financing in Brookfield? We have compiled a list of businesses and services around Brookfield that should help you with your search. We hope this page helps you find Small Business Financing in Brookfield.

Jay Czarapata
SVA Wealth Management, Inc.
(262) 923-5199
18650 W. Corporate Drive Ste 200
Brookfield, WI
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CRPS

Eric Korbitz
Korbitz Financial Planning LLC
(414) 979-1040
700 Pilgrim Parkway, Suite 300
Elm Grove, WI
Expertises
Tax Planning, Hourly Financial Planning Services, Investment Advice without Ongoing Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, CPA, MS

Kevin Reardon
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

William Baxter
Paladin Partners, LLC
(414) 202-8900
250 East Wisconsin Avenue
Milwaukee, WI
Expertises
Advising Entrepreneurs, Advising Medical Professionals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU

Daniel Stobba
Stobba Financial Planning
(414) 425-3610
10258 West Cascade Drive
Franklin, WI
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

James Cantrell
Financial Strategies Inc.
(262) 821-1664
13555 Bishops Court
Brookfield, WI
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Matthew Goihl
SJA Financial Advisory, LLC
(414) 390-1499
800 Woodland Prime, Suite 100
Menomonee Falls, WI
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities, Tax Planning, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mark Ziety
Shakespeare Wealth Management Inc.
(262) 814-1600
N22 W27847 Edgewater Drive
Pewaukee, WI
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Middle Income Client Needs, High Net Worth Client Needs, Planning Issues for Business Owners, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Paula Hogan
Hogan Financial Management, LLC
(414) 352-9111
250 W. Coventry Court, Suite 202
Milwaukee, WI
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Ongoing Investment Management, Advising Medical Professionals, College/Education Planning, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MS

Mr. Bruce R. Heling, CFP®
(262) 821-1008
PO Box 1385
Brookfield, WI
Firm
Heling Associates Inc
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
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Business Financing From The SBA / Small Business Administration

The Small Business Administration is the most useful resource available to startups and established small businesses. An Independent agency of the Executive branch of the Federal Government, the SBA has the responsibility of providing assistance to American small businesses in the areas of advocacy, management, procurement, and financial assistance. The SBA financing comes in the forms of investment programs, business loan programs, disaster loan programs, and bonding for contractors. In most cases, the SBA should be the first business financing resource a small business owner looks to for their financing needs.

The SBA has three different loan programs for small business financing . It is important to know that while the SBA has these programs, they do not actually provide the business financing . The SBA sets the guidelines for these loans, then their partners, which include lenders, community development organizations, and microlending institutions, actually make the loan to small businesses . The SBA guarantees the loans, to reduce the risk to the lenders.

The first type of business loan that the SBA offers is the Basic 7(a) Loan Guaranty. When a small business is unable to obtain financing from other sources, this is the primary business loan program offered. This is the SBA's most flexible business financing program, and it is ideal for start up business financing as well as established business financing . This type of new business financing can be used for most business purposes, such as working capital, equipment, office furnishings, land and building, leases, and even debt refinancing. The maturity date of the loan varies, depending on what the loan is used for. For working capital, the loan maturity is up to 10 years, while it is generally up to 25 years for fixed assets.

There are several different variations of the Basic 7(a) loan program, designed to fill specific needs. This type of loan is the closest a small business owner can get to free business financing, because any fees that the SBA has for administration are charged to the lender. However, the lender does have the right to make those fees a part of your loan, which means that you may ultimately pay those fees.

The second type of loan that the SBA offers is the Microloan. This is known as the 7(m) loan program. These are short-term loans of up to $35,000, and are primarily for small businesses and non-profit child care centers. They are meant to provide working capital, inventory purchases, supplies, furnishings, and equipment. They may not be used to pay existing debts or to purchase real estate. This type of business financing is great for business owners who wish to expand.

The third type of small business financing available through the SBA is a Certified Development Company (CDC) loan. Known as the 504 loan program, these loans should only be sought by businesses that require brick and mortar financing . These are long-term...

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