Financial Planning Services

Retirement Income Analysis planning steps

There are five basic steps in our retirement planning process.

Step One: Initial consultation 

This free, no-obligation consultation gives you a chance to talk with a Member Benefits’ financial planner who can assess your situation and recommend the direction you should take.

Step Two: Data gathering 

Fill out a data gather package before this face-to-face appointment. Over the course of 2½ hours, you’ll review a sample analysis, sign a service agreement, pay the fee, go over documents, and identify, develop, and prioritize your financial goals and objectives.

Step Three: Analysis and plan development

In about a month’s time, our financial planner analyzes your information, develops strategies, and writes recommendations to meet your goals. You can request up to three scenarios for the planner to consider.

Step Four: Presenting the plan 

At this face-to-face meeting, the planner will review the analysis, present the recommendations, and describe the specific strategies included in the retirement plan.

Step Five: Monitoring progress 

Schedule follow-up meetings to monitor your progress and make adjustments to your plan as needed. As a Wisconsin public school employee, you are entitled to a free one-hour consultation each year which can be used to review your Retirement Income Analysis.

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.

If you would like more information about the Retirement Income Analysis, email Brenda Echeverria or call her at 1-800-279-4030, Extension 3300.

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