financial planning

Financial planning locations

Request an appointment for a service near you.

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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 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 a financial planning appointment

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)


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

June 13, 2019

Eau Claire

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

June 18, 2019

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.

June 20, 2019

Central Wisconsin

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

June 19, 2019


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 to schedule your appointment.