Straightforward, non-judgmental pension projections and retirement coaching—by a former Green Bay teacher who’s been in your shoes.
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Trusted by Fellow Wisconsin Educators
Trusted by Fellow Wisconsin Educators
"No judgments. No condescension. No overly-complicated explanations. Dan puts your nerves at ease and does an incredible job outlining options."— Jeff K.
"Dan is excellent and has extensive knowledge of the Wisconsin Retirement System along with local district retirement options. Highly recommended!"— Gretchen K.
"Dan has been an excellent resource for me to bounce retirement questions off of both before and after my retirement."— Scott C.
Ready to see your numbers clearly?
Ready to see your numbers clearly?
Schedule Your Consultation: Pick a convenient time for a relaxed virtual meeting.
Review Your Projection: We’ll walk line-by-line through your WRS options, retirement dates, and income streams.
Retire with Confidence: Get clear answers to your questions so you can make the best decision for you and your family.
50 something and wondering?
50 something and wondering?
Simple Answers. No Jargon. No Sales Pitches.
Simple Answers. No Jargon. No Sales Pitches.
As educators, we spend decades planning for our students, but when it comes to our own retirement, the Wisconsin Retirement System (WRS) and district options can feel complex and confusing.
I taught in Wisconsin Public Schools for over 30 years. When I navigated my own transition, I learned firsthand how valuable it is to have clear, unbiased numbers you can trust.
Whether you’re exploring early retirement, double-checking your math, or choosing the right pension option, Educator Exit Plan gives you the personalized clarity you need to step into retirement with confidence.
100% Unbiased Guidance: I don't sell financial products, insurance, or investments. My only goal is to give you accurate, easy-to-understand projections.
Tailored to WI Public Employees: Deep, specialized knowledge of WRS formulas, annuity options and insurance options.
Comfortable & Stress-Free: A clear, judgment-free space to ask questions—no matter where you are in your financial journey.
Services 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.
Straightforward, non-judgmental pension projections and retirement coaching—by a former Green Bay teacher who’s been in your shoes.
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