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Baylee Shifflet, NSSA® Advisor · Reedsburg, WI

A professional headshot of Baylee Shifflet, Financial Planner of MBE Wealth Management LLC in Reedsburg, WI

Baylee Shifflet

Financial Planner, MBE Wealth Management LLC

1136 E Main St
Reedsburg, WI 53959

608-581-9218

www.mbewealth.com

NSSA® Certified #3375

Professional Profile

Meet Baylee Shifflet, a trusted Financial Planner at MBE Wealth Management LLC in Wisconsin, dedicated to guiding individuals and families toward financial security and peace of mind. With a deep understanding of Social Security benefits and comprehensive financial planning, Baylee tailors strategies to meet the unique needs of each client, ensuring they make informed decisions about their financial future.

As a holder of the NSSA® designation in Social Security planning, Baylee Shifflet brings specialized knowledge of Social Security planning to every client relationship.

Baylee’s expertise in navigating the complexities of Social Security allows her clients to maximize their benefits, incorporating them into a broader financial plan that includes investment strategies, retirement planning, and wealth management. Known for her approachable demeanor and unwavering commitment to client success, Baylee has earned respect in the industry as a knowledgeable professional you can count on.

Whether you are approaching retirement, planning for the future, or simply need sound financial advice, Baylee is here to help you achieve your goals. Schedule a consultation today to take the first step toward a secure financial future with a respected expert in financial planning and Social Security.

Contact Baylee

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.