Financial Planning Services

Financial security is about more than saving for retirement, it's about enjoying your life as its happening while planning for the future. Setting and reaching financial goals throughout life's stages can help you live your desired lifestyle without having to worry about retirement.

WEA Trust Member Benefits is now offering new financial planning services to help members reach their financial goals at every stage of life.

What to do when you're…

Row of Members


Just starting out	Building your assets	Wondering if you're on track	Planning your retirement

*Must be a WEAC member or a Wisconsin public school employee to qualify for the free consultation service. Family of eligible participants—including spouses, children, grandchildren, parents, and parents-in-law—may be eligible to participate in the fee-based services. Wisconsin residency required.

Fees and services subject to change. Listed fees effective as of June 2010. Terms controlled by signed service agreement.

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

TSA program securities offered through WEA Investment Services, Inc., member FINRA. The Trustee for the WEAC IRA Program is First Business Trust & Investments. All investment advisory services offered through WEA Financial Advisors, Inc.