Retirement Coaching for Wisconsin
Public Educators
50 something and wondering?
Personalized Guidance For Early Retirement
As a teacher, we know how to make plans and prepare our students for their future, but we often neglect to plan our own. Retiring can be complicated, and this is especially true for educators retiring early. Everyone's situation is different, and Educator's Exit Plan can provide you with the personalized information that you need to confidently prepare for enjoying the next chapter of your life.
"As a teacher in my 50s, I was wondering about the best time to transition to retirement. Dan provided the guidance and support I needed to review the options for my best retirement year. Dan's personalized advice and resources empowered me to choose my retirement goal with confidence. I highly recommend Dan and the Educator Exit Plan to any teacher preparing an exit plan."
-GBAPS Teacher
Educator Exit Introduction.mp4Services Provided
Assessment of your needs
Explanation of your WRS statement
Personalized review of your WRS statement and a estimated projection of your pension benefit
Clear explanation of WRS Pension options
Overview and estimation of your district benefits
Coaching on pre-retirement planning
Health insurance options for early retirees
More about Retirement Coaching
Fee Information
32+ years as a public educator
Trusted GBEA Treasurer for 7 years
GBAPS Benefit Advisory Committee Member
NEA Early Career Educator Coach
Recent GBAPS retiree
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.