As the year winds down, many individuals and businesses turn their attention towards preparing for the upcoming tax season. Diligent tax preparation can help minimize liabilities, maximize returns, and avoid potential complications or penalties. Here are some [...]
Understanding how interest rate changes affect annuity decisions is crucial to retirement income planning, as fluctuating interest rates influence annuity payouts. Therefore, keeping a close eye on rate trends, such as the November Rate Watch, can offer [...]
On Veterans Day, we honor those who have served our country with valor. For veterans, it is also an opportunity to explore the financial benefits available to them and their families. These include a variety of insurance [...]
National Caregivers Appreciation Month is an annual observance dedicated to recognizing the diligent efforts, significant sacrifices, and commitment of caregivers worldwide. These individuals make a positive contribution to our communities by providing care for those who cannot [...]
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Office Manager
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Financial Representative
Aundrea brings over 30 years of experience building trust and strong relationships in education. Now retired, she has transitioned into finance and insurance to help individuals confidently navigate their insurance and investment needs. With her expertise, she creates comprehensive financial portfolios covering home, life, and more, providing clients with complete protection. Her passion is empowering clients to plan confidently for their futures and achieve retirement goals with lasting security and peace of mind. Start today building your financial future with trusted guidance.
Financial Representative
Steve is a dedicated financial professional with a passion for helping individuals and families secure their financial futures. He began his career in finance in 2018 and immediately joined the Wisconsin Retirement Council, where he specializes in helping clients build a strong foundation for retirement. Steve's expertise lies in guiding clients through the complexities of the Wisconsin Retirement System, ensuring their pension works in tandem with their other assets to create a comprehensive and effective retirement plan. His commitment to personalized service and long- term planning makes him a trusted partner for those looking to achieve their retirement goals.
Financial Representative
With over 30 years of experience in the financial services industry, Tom Krause is a seasoned professional dedicated to helping families develop robust strategies for their financial futures. As a key member of the Wisconsin Retirement Council, Tom's passion lies in crafting comprehensive plans that not only focus on growing wealth but also on protecting it for generations to come. He brings a wealth of knowledge and a personalized approach to every client, ensuring their retirement plans are both secure and successful.
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