financial planning

Financial Planning Advice

Get in-depth help on a number of financial planning topics.

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These products and services are offered to Wisconsin residents.

We offer fee-based financial planning services to evaluate your current investment portfolio or explore whether you’re on track for retirement.  And if you are close to retirement, we can help you define your retirement goals and evaluate your financial position today using a highly focused retirement planning tool.

There are no product sales or commissions attached to these services, so you will get an unbiased analysis of your situation.

Portfolio Analysis ↓

Retirement Income Projection ↓

Retirement Income Analysis ↓

Financial Planning Advice interest form ↓


Portfolio Analysis

This fee-based service is a comprehensive evaluation of your current investment portfolio and will include:

  • An evaluation of your current portfolio.
  • Recommended adjustments to align your portfolio with your financial goals, tolerance for risk, and investment objectives.
  • Two-and-a-half hours of analysis including a 60-minute consultation to deliver the report.

Cost: $700*

  • 10% discount for WEAC members
  • Complimentary for all WEA TSA Trust 403(b) participants

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Retirement Income Projection

This slimmed-down version of 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.

Cost: $500*

  • 10% discount for WEAC members
  • Complimentary for all WEA TSA Trust 403(b) participants

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Retirement Income Analysis

Planning for retirement is a highly personal process. What do you want your retirement to look like? Do you have enough money saved to support your desired lifestyle? What do you need to do to reach your goal?  We can help.  WEA Member Benefits can help you prepare for retirement.  The Retirement Income Analysis is a highly focused retirement planning tool suitable for those within ten years of retirement.  It will help you define your retirement goals, evaluate your financial position today, and determine whether you are on track to meet your goals.

This comprehensive analysis will provide you with:

  • Knowledge of whether you are on track to meet your goals.
  • Strategies for preserving your retirement assets.
  • Suggested adjustments to meet your goals.
  • Your Wisconsin Retirement System estimate.
  • Your Social Security estimate.
  • A retirement distribution cash flow analysis.
  • A tax analysis to help you anticipate your future income tax liability.

Important: See planning steps for the Retirement Income Analysis. 

Cost: $1,900*

  • Discounts may be available for WEAC members, WEAC Retired members, and WEA TSA Trust 403(b) program participants.
  • Some WEA TSA 403(b) program participants may be eligible for a complimentary Retirement Income Analysis.
  • Fill out the Financial Planning Advice interest form below and a member of our Financial Planning team will reach out to you.

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Financial Planning Advice interest form

Fill out the form below and we’ll be in touch.

"*" indicates required fields

Name*
Email*
I am interested in the following service(s):*

 

Some consultations may be free, call us for details. However, if you choose to invest in the WEA Tax Sheltered Annuity, WEA Member Benefits IRA, or WEA Member Benefits Personal Investment Account programs, fees will apply.  Consider all expenses before investing.  Must meet eligibility rules to participate. 

Fees and services subject to change. Listed fees effective as of February 1, 2022. Terms controlled by signed service agreement.

*Fee-based service. Must meet eligibility rules to participate. Family members may also be eligible. Call for details.