financial planning

Financial planning locations

Request an appointment for a service near you.

array(5) { [0]=> array(5) { ["file"]=> string(24) "fps_locations-150x95.png" ["width"]=> int(150) ["height"]=> int(95) ["mime-type"]=> string(9) "image/png" ["url"]=> string(75) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-150x95.png" } [1]=> array(5) { ["file"]=> string(25) "fps_locations-300x190.png" ["width"]=> int(300) ["height"]=> int(190) ["mime-type"]=> string(9) "image/png" ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-300x190.png" } [2]=> array(5) { ["file"]=> string(25) "fps_locations-480x304.png" ["width"]=> int(480) ["height"]=> int(304) ["mime-type"]=> string(9) "image/png" ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-480x304.png" } [3]=> array(5) { ["file"]=> string(25) "fps_locations-768x486.png" ["width"]=> int(768) ["height"]=> int(486) ["mime-type"]=> string(9) "image/png" ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-768x486.png" } [4]=> array(3) { ["width"]=> int(900) ["height"]=> int(570) ["url"]=> string(68) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations.png" } } ===========array(5) { [0]=> array(10) { ["media_query"]=> int(0) ["url"]=> string(75) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-150x95.png" ["width"]=> int(150) ["next_break"]=> int(150) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> int(0) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(900) ["percent_width"]=> int(1) } [1]=> array(10) { ["media_query"]=> int(150) ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-300x190.png" ["width"]=> int(300) ["next_break"]=> int(300) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(150) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(900) ["percent_width"]=> int(1) } [2]=> array(10) { ["media_query"]=> int(300) ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-480x304.png" ["width"]=> int(480) ["next_break"]=> int(480) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(300) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(900) ["percent_width"]=> int(1) } [3]=> array(10) { ["media_query"]=> int(480) ["url"]=> string(76) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations-768x486.png" ["width"]=> int(768) ["next_break"]=> int(768) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(480) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(900) ["percent_width"]=> int(1) } [4]=> array(10) { ["media_query"]=> int(768) ["url"]=> string(68) "https://weabenefits.com/wp-content/uploads/2019/04/fps_locations.png" ["width"]=> int(900) ["next_break"]=> int(900) ["ratio"]=> bool(false) ["acceptable_h"]=> int(0) ["acceptable_w"]=> float(768) ["max_image_width"]=> int(1400) ["image_full_width"]=> int(900) ["percent_width"]=> int(1) } }

Financial Planning Services at a location near you

If you have specific questions regarding your retirement and/or investment portfolio, or are looking for financial guidance, our Financial Advisors 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 a financial planning appointment

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

Wauwatosa (7635 West North Avenue)

Eau Claire (2004 Highland Avenue)

Green Bay (1136 N Military Avenue)

Central Wisconsin (1001 Main Street, Stevens Point)

Wauwatosa

Consultations are available from 9 a.m.–5 p.m. at the Wauwatosa Public Library, 7635 West North Avenue in Wauwatosa.

January 9, 2020
February 13, 2020
March 12, 2020
April 9, 2020
May 14, 2020
June 11, 2020

Eau Claire

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

January 14, 2020
February 18, 2020
March 17, 2020
April 14, 2020
May 19, 2020
June 16, 2020

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.

January 16, 2020
February 20, 2020
March 19, 2020
April 16, 2020
May 21, 2020
June 18, 2020

Central Wisconsin

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

January 15, 2020
February 19, 2020
March 18, 2020
April 15, 2020
May 20, 2020
June 17, 2020

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 email weafa@weabenefits.com to schedule your appointment.