Financial Planning Services

Retirement Income Analysis

Planning your retirement

Planning for retirement is a highly personal process. What do you want your retirement to look like? Do you have enough money saved to support your desired lifestyle? What do you need to do to reach your goal?

We can help 
WEA Member Benefits can help you prepare for retirement. The Retirement Income Analysis is a highly focused retirement planning tool suitable for those within ten years of retirement. It will help you define your retirement goals, evaluate your financial position today, and determine whether you are on track to meet your goals.

Our Retirement Income Analysis is a fee-based service. There are no product sales or commissions attached to the service. So you will get an unbiased analysis of your situation.

This comprehensive analysis will provide you with:

  • Knowledge of whether you are on track to meet your goals.
  • Strategies for preserving your retirement assets.
  • Suggested adjustments to meet your goals.
  • Your Wisconsin Retirement System estimate.
  • Your Social Security estimate.
  • A retirement distribution cash flow analysis.
  • A tax analysis to help you anticipate your future income tax liability.

See details about Retirement Income Analysis planning steps.

Call 1-800-279-4030 or email weafa@weabenefits.com.

Cost: $1,900*

Participants pay $950**

 

*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.

**Eligible WEA Tax Sheltered Annuity Trust participants receive a 50% discount off base cost of $1,900. Plus, WEAC members receive an additional discount. Call for details.  

Fees and services subject to change. Listed fees effective as of February 1, 2016. Terms controlled by signed service agreement.

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

IRA rollover and fees 

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