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    • Investment Calculator
    • Books We Recommend
    • Partners
Wisconsin Retirement Council
  • Home
  • WRS
  • Videos
  • Education
  • Life Insurance Calculator
  • Investment Calculator
  • Books We Recommend
  • Partners

Retirement Planning for WRS State Employees

 

Maximize Benefits, Reduce Taxes, and Retire Confident


work with us

Pension and Retirement Review

Comprehensive Approach

We use proven 4-step process to learn about you and your goals.

  1. Introduction - Learn more about the WRC and see how we can help you.
  2. Discovery - Learn about your family goals, dreams and concerns and also take a financial inventory 
  3. Analysis - We take all of the information given in step 2 and analyze the numbers. 
  4. 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.

Let's have a review

service levels

Young Educators - Start Here

The first step in financial planning is to begin building a strong financial home.  This includes a budget, plan for debt repayment, saving for emergencies and protecting what you have with insurance coverage.   

Start Here

Level 1 - Guaranteed Income

This is an entry level of planning.  We will do a simple analysis of your pension, Social Security and assets.  This will give you an idea if all of your basic expenses are covered with guaranteed income.   

Level 2 - Fives Lives of Retirement

This is a comprehensive analysis of your total retirement picture.    We make sure that you are covered no matter what type of retirement you may have.

  1. LONG LIFE -  If you and your loved one live to 120.   Do you want guaranteed income or maybe income?
  2. SHORT LIFE -  if you or your loved one passes away earlier than expected.   Do you want your loved ones to maintain lifestyle?
  3.  Rough Life- If you have an immediate need for cash do you want to pay penalties or be forced to take out money when your account is down 10, 20 or 30%.  Or would you prefer to have liquid access without penalty that doesn't lose and typically returns between 6 and 8%?
  4.  Sick Life- If you have an illness or are in need of Long term care which might cost as much as $9,000 / month, do you want that to come out of your nest egg or would you rather have somebody else help pay for it? 
  5.  INTO THE NEXT LIFE- When you do ultimately pass away, let's make sure your wishes are respected and carried out. 

Level 3 - Tax-Free Retirement Planning

In this expert level of retirement planning, we combine the first two levels of service and mix in our unique expertise.  We positions assets in order for you to pay little to no income tax through out retirement.  

Contact Us

I'm ready to start planning for my future!

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Wisconsin Retirement Council

510 Birdie Court, Onalaska, Wisconsin 54650, United States

608-779-1441 WisconsinRetirementCouncil@gmail.com

Copyright © 2023 Wisconsin Retirement Council  - All Rights Reserved.

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