WEA Member Benefits offers financial planning services at locations throughout Wisconsin

If you have specific questions regarding your retirement and/or investment portfolio, or are looking for financial guidance, our Financial Planner may be able to assist. 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.

request appointment  

Financial Planning Services are available at a location near you

For your convenience, our popular financial planning services include the following locations in addition to Madison:

Brookfield ( 13805 W Burleigh Road)
Eau Claire ( 2004 Highland Avenue)
Green Bay ( 1136 N Military Avenue)
Central Wisconsin ( 1001 Main Street, Stevens Point)
 

>> Choose from a variety of financial planning services.  

Brookfield

Consultations are available from 9 a.m.–5 p.m. at 13805 West Burleigh Road in Brookfield.

September 13
October 11
November 8
December 13
January 10, 2019
February 14
March 14
April 11
May 9
June 13

 

Eau Claire

Consultations are available from 12 p.m.–7 p.m. at 2004 Highland Avenue in Eau Claire.

September 18
October 16
November 13
December 18
January 15, 2019
February 21
March 21
April 16
May 14
June 18

 

Green Bay

Consultations are available from 9 a.m.–5 p.m. at the Bay Lakes United Educators building, 1136 N Military Avenue in Green Bay

September 20
October 18
November 15
December 20
January 17, 2019
February 23
March 23
April 18
May 16
June 20

  

 Central Wisconsin

Consultations are available from 9 a.m.–5 p.m. at the Portage County Library, 1001 Main Street, Stevens Point.

September 19
October 17
November 14
December 19 
January 16, 2019
February 22
March 22
April 17
May 16
June 19


Madison

Appointments are available throughout the year in our Madison office at 660 John Nolen Drive. Advanced registration is required. Call 1-800-279-4030 or weafa@weabenefits.com to schedule your appointment. 

Choose from a variety of services

 

Just starting out? Try our FREE One-Hour Consultation*. We can help you evaluate your retirement savings options and determine your goals.
Need more time?
Additional time can be purchased by the hour.

►  Building your assets? Our Portfolio Analysis** provides a comprehensive analysis of your current investment portfolio and gives you recommendations.

►  Wondering if you’re on the right track for retirement? If you're 11+ years from retirement, our Retirement Income Projection** can help you discover adjustments you may need to make to reach your retirement goals.

►  Actively planning your retirement? If you're within ten years of retirement, our Retirement Income Analysis** can help you evaluate your current financial position and determine your readiness for retirement.

There are no commissions or product sales attached to these services, which means you receive an unbiased analysis of your situation. Learn more by viewing our short financial planning video and find out which service is best for you.


*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 meet eligibility rules to participate

**Fee-based service. Must meet eligibility rules 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. 

Brenda

Brenda Echeverria

Financial Planner

I have worked in financial services for over 25 years, and have been with Member Benefits since 2008. I am a Chartered Retirement Planning Counselor and hold several securities licenses including series 6, 7, 63, 65, and Life and Health licenses. I graduated from the University of Connecticut in 2001 with a Bachelor’s in Finance. Currently I am a Certified Financial Planner candidate working on my Master’s in Financial Planning. Education is close to my heart. Several of my family members have worked or are currently working in education. I enjoy meeting Wisconsin public school employees and helping them plan for their financial future. Registered Representative of and securities offered through WEA Investment Services, Inc., member FINRA. Registered Investment Advisor Agent of and Investment Advisory services offered through WEA Financial Advisors, Inc.