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Focus on your financial planning goals this fall

(Retirement) Permanent link   All Posts

Brenda EcheverriaAs you're filling up your busy fall calendar, why not do yourself a favor and fit in an appointment for one of our financial planning services? Our services are designed to address your changing needs at various points of your career. We understand the unique retirement benefits available to Wisconsin public school employees, help you identify and prioritize your financial goals, and determine whether you're on track to meet those goals.

We're also excited to offer some new opportunities:

  1. Additional time: If you need additional time beyond our one-hour consultation service, you can now purchase it by the hour.
  2. Additional locations: To make it more convenient for you, services have been expanded on a once-per-month basis to:
    • Green Bay (1136 N. Military Avenue)
    • Brookfield (13805 W. Burleigh Road)
    • Eau Claire (2004 Highland Avenue)  

Ongoing appointments are still available in our Madison office at 660 John Nolen Drive.

Here is an overview of your options:

  • One-Hour Consultation: For those just starting out or those new to investing, we can help you evaluate your retirement savings options and determine your goals.
  • Portfolio Analysis: This provides a comprehensive analysis of your current investment portfolio and gives you recommendations.
  • Retirement Income Projection: If you are 11+ years from retirement and wondering if you’re on track, we can help you discover adjustments you may need to make.
  • Retirement Income Analysis: If you are within ten years of retirement, this service will help you evaluate your current financial position and determine your readiness for retirement.

Would you like more information? View our short financial planning video.

Contact me for questions or to make an appointment at 1-800-279-4030 or weafa@weabenefits.com.

Brenda Echeverria, Financial Planner

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