Frequently asked questions

  • How do I request an information package?
    For email inquiries, please go to the Get In Touch tab and fill out the Contact Inquiry Form.  For inquiries by phone, please call (920) 380-9411.  You should receive your information package within 7-10 days.
  • Can anyone meet for a consultation?
    We encourage anyone who is interested in seeing if our company is a good fit for your needs, to set up a consultation or Meet & Greet with one of our Retirement & Income Planners or attend one of our educational seminars.  Others have found our consultations very helpful as a second opinion as well.
  • Are there fees associated with a consultation?
    No, there is never a fee for our consultations.  There is no obligation based on our recommendations for you.  We believe in educating clients so they can make sound decisions for their unique needs. 
  • What can I expect from a consultation?
    We like to call the first meeting a “discovery meeting”.  Our Retirement & Income Planners sit down and get to you.  We want to know what is important to you, what sort of goals you have for the future.  We then take a look at what retirement accounts you have in place to make these goals happen.  We often find that many people have retirement accounts but not a retirement strategy.  Based on the discovery meeting, our Retirement & Income Planners may suggest recommendations for you; keeping your unique individual needs in mind.
  • How do I learn more about Wisconsin Retirement and Insurance Advisors?
    Feel free to attend one of our seminars or meet with us for a free, no obligation consultation.  If attending a seminar or coming into our office initially isn’t your style, feel free to request a Meet & Greet with one of our Retirement & Income Planners.  This is typically a lunch meeting set up a location of your choice to introduce you to Wisconsin Retirement and Insurance Advisors in a comfortable dining setting.  We periodically send out important and interesting articles and happenings via mail and email- be sure to submit your contact information to us on the Contact Inquiry Form to stay in touch!