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Michelle Blog PhotoWe love that April is National Financial Literacy Month. Spring is a great time to focus on your financial needs and take advantage of opportunities that could help improve your bottom line.

Member Benefits supports Wisconsin public school employees all year round by offering high-quality products and services to help them achieve their financial goals. We offer four financial planning services to help you at every stage of life. Here is an overview of this service that may help you with your planning.

  • One-hour consultation: For those just starting out or those new to investing, we can help you evaluate your retirement savings options and determine your goals.
  • Portfolio Analysis: This provides a comprehensive analysis of your current investment portfolio and gives your recommendations.
  • Retirement Income Projection: If you are 11+ years from retirement and wondering if you’re on track, we can help you discover adjustments you may need to make.
  • Retirement Income Analysis: If you are within ten years of retirement, this service will help you evaluate your current financial position and determine your readiness for retirement.

To learn more about these services and schedule an appointment, call 1-800-279-4030, select Option 1, and then Extension 6730.

For even more financial resources, see our article entitled, "A wealth of resources for National Financial Literacy Month."

Michelle Slawny, CFP®
Worksite Benefit Consultant