Financial Planning Services

One-Hour Consultation

Just starting out

If you are a newer member or if you are new to investing and retirement saving, this free service will help you get started down the road to financial security.

This service will assist you with:

  • Understanding and determining appropriate asset allocation.
  • Evaluating your retirement savings account options.
  • Calculating your savings goals.

We offer a limited number of one-hour consultations each year. Appointments are on a first come, first served basis. Plan ahead and schedule your appointment early.

call icon  Call 1-800-279-4030.  

form icon  Fill out our easy online request form.

Cost: Free*

Need more than an hour? You can purchase the additional consultation time you need for $150 per hour.** 

 

*Consultation is free; however, if you choose to invest in the WEA Tax Sheltered Annuity or WEAC IRA program, fees will apply. Consider all expenses before investing. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to qualify for the free consultation service. 

**Fee-based service. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to participate. Family members may also be eligible. Call for details. Wisconsin residency required.

Fees and services subject to change. Listed fees effective as of May 2, 2017. Terms controlled by signed service agreement.

All investment advisory services are offered through WEA Financial Advisors, Inc.

 IRA rollover and fees

weac benefits

  • Home Inventory Form
  • Insurance forms and brochures