Services & Fee
Appointments are available via Video Conference. Sign-up for an appointment now.
Sevices and Fee:
Service: Clear explanation of your WRS statement, overview of WRS benefits, personalized earnings & pension projection, introduction to Emeritus, personalized Emeritus estimate, sick leave escrow calculation, review of insurance options (GBAPS Educators)
GBAPS Fee Virtual: $65/$52 members*
GBAPS Fee In-Person (20 mile max): $85/$68 members*
GBAPS Married Virtual: $95/$76 members*
GBAPS Married In-Person: (20 mile max) $115/$92 members*
WI Public Teachers (pension only): $55/$44 members*
*20% discount for WEAC Members
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.