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Appointments are available via Video Conference. Sign-up for an appointment now.
Sevices and Fee:
Sevices and Fee:
Please note, all appointments are done over video conference as I now reside in Arizona.
Service: I provide a clear explanation of your WRS statement along with an overview of your WRS benefits. Together, we review multiple pension projection scenarios and explore your insurance options.
For GBAPS Educators: In addition to the above, I offer an introduction to Emeritus, a personalized Emeritus estimate, a sick leave escrow calculation, and a thorough review of insurance options.
GBAPS Fee Virtual: $65/$52 members*
GBAPS Married Virtual: $95/$76 members*
WI Public Educators: $60/$48 members*
*20% discount for WEAC Members
I am a financial coach, not a planner or sales person. I will not sell you investments or recommend specific financial products. My role is to provide information so you can make the best decision for yourself. I will help you understand how the Wisconsin Retirement System functions and project an estimate of your possible benefit. This is an estimate only because it will be based on possible future earnings, not your actual earnings.
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