About Us
Planning Futures
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
- Financial planning
- Estate planning
- Retirement planning
- Education funding
- Home Equity Planning
- Insurance Planning
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
Comprehensive Approach
We use proven 4-step process to learn about you and your goals.
- Introduction - Learn more about the WRC and see how we can help you.
- Discovery - Learn about your family goals, dreams and concerns and also take a financial inventory
- Analysis - We take all of the information given in step 2 and analyze the numbers.
- Presentation - You will receive an in-depth look at your retirement picture. If needed, you will receive recommendations on how to improve your financial success.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s expectations. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Tom Krause
Tom has 30 years of experience in the financial services industry. His passion is helping families develop strategies that grow and protect wealth.
Jerry Johnson
Jerry has over 35 years of experience in the financial services industry. As a former educator, Jerry's passion is educating families about wealth creation and preservation.
Steve Sprague
Steve began his finance career in 2018 and immediately began working with the Wisconsin Retirement Council. Steve's passion is helping individuals and families prepare for the future by building a strong foundation.
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Frequently Asked Questions
Please reach us at wsbprodaccounts@godaddy.com if you cannot find an answer to your question.
We do a combination of in-person and virtual meetings. It is entirely up to the client. Virtual meetings allow us to help more clients each day.
Life insurance is an important part of planning your estate and protecting your legacy.
Advisors with the WRC are commission based. This allows us to provide our clients value. If we cannot provide value, we will not get paid.
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
Contact Us
Get Started Today
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
Wisconsin Retirement Council
510 Birdie Court, Onalaska, Wisconsin 54650
Hours
Monday - Friday: 9am - 8pm
Saturday: By appointment
Sunday: Closed
Copyright © 2024 Wisconsin Retirement Council - All Rights Reserved.
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