Financial Planning Services

Retirement Income Projection

Wondering if you're on track for retirement

This slimmed-down version the Retirement Income Analysis is appropriate for you if you are 11+ years from retirement and wondering if you’re on track to meet your retirement goals.

You will play an active role in gathering specific data and providing the advisor with other retirement details necessary for the projection. You will receive:

  • A projection of your retirement expenses and income.
  • A Wisconsin Retirement System pension benefit estimate for the annuity option and retirement date you provide.
  • A Social Security benefit estimate.
  • Three-and-a-half hours of analysis including a 60-minute consultation to deliver the report.

Our Retirement Income Projection 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.

Call 1-800-279-4030 or email weafa@weabenefits.com.

Cost: $500*

Participants pay $250**

 

*Fee-based service. Must be a WEAC member, Wisconsin public school employee, or current participant in a Member Benefits program to participate. Family members may also be eligible. Call for details. Wisconsin residency required.

**Eligible WEA Tax Sheltered Annuity Trust participants receive a 50% discount off base cost of $500. Call for details.

Fees and services subject to change. Listed fees effective as of February 1, 2016. Terms controlled by signed service agreement.

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

IRA rollover and fees 

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