Retirement Understood - Jackson, Wisconsin

Retirement Understood es una agencia de seguros y abogada especializada en planeación de pensiones, con sede en Jackson, Wisconsin. La ubicación de la oficina es 4466 Co Rd P Suite 107, Jackson, WI 53037., lo que la convierte en un punto de referencia ideal para aquellos que buscan asesoramiento en seguros y planeación de pensiones en la zona.

Para contactar a Retirement Understood, puede llamar al 262-346-5776 o visitar su sitio web en retirementunderstood.com.

Los especialistas de Retirement Understood ofrecen una amplia gama de servicios, incluyendo agencia de seguros, planeación de pensiones, y asesoramiento fiscal. Están comprometidos con brindar asesoramiento personalizado y asegurarse de que sus clientes obtengan la mejor cobertura posible.

Características clave

• Agencia de seguros especializada en planeación de pensiones
• Asesoramiento fiscal y planeación de pensiones
• Agencia de seguros
• Planificación de pensiones
• Asesoramiento fiscal

Ubicación

Retirement Understood tiene su sede en 4466 Co Rd P Suite 107, Jackson, WI 53037. Esto la convierte en un punto de referencia ideal para aquellos que buscan asesoramiento en seguros y planeación de pensiones en la zona.

Otras características

La oficina de Retirement Understood es accesible para personas con silla de ruedas, con entrada y estacionamiento accesibles y baños accesibles. Además, requiere un horario de cita para asegurarse de brindar el mejor servicio posible.

Opiniones

Retirement Understood tiene 14 opiniones en Google My Business.

La opinión media es de 5/5, lo que demuestra la satisfacción de los clientes con los servicios proporcionados por la agencia.

Los clientes han mencionado que los representantes de Retirement Understood son atentos y comprometidos con sus clientes, y que se esfuerzan por obtener la mejor cobertura posible para sus necesidades.

Conclusión

En resumen, Retirement Understood es una agencia de seguros y abogada especializada en planeación de pensiones que ofrece una variedad de servicios personalizados y comprometida con brindar el mejor servicio posible.

👍 Reviews of Retirement Understood

Bret F.

5/5

Wife and I started with this group at an Estate Planning seminar with Randy. Very informative without being overwhelmed. Randy got us started and helped my wife to consolidate her retirements from other jobs into one account. Wife and I started working with Aaron Menzer. He is very attentive to our plans and makes himself available when we have questions. They check in when trends are happening to get maximum return on investments. I feel very comfortable with this group.

Bernhard T.

5/5

Awesomely Awesome........
People that are staffed here....Aaron Menzer and Donna Walbert are quite exceptional in there fields, not just the ease of them teaching and showing you all the intricacies on how important Retirement Understood has to offer, which is ALOT, but there kindness and help is only matched by there total and absolute commitment to me and if you do go with them.....
They'll do ALL THIS for you to.
Without a Doubt.
Thank you for all that you do.

Dana K.

5/5

A HUGE thank you to Aaron Menzer, Randy Haeuser, and Rick Fischer for helping us immensely with insurance info, and so much more while we're moving into retirement. We were very unsure and had so many unanswered questions until meeting these gentlemen. They have been very insightful, helpful and available always. Thanks again guys, you've all been great!
Much appreciated, Chuck and Dana

Kyle G.

5/5

Our personal situation required an extended engagement with Retirement Understood to meet our individualized goals. Over the course of several months, we worked with Aaron Menzer to help facilitate our needs. Not only was he exceptionally responsive (most calls were returned very quickly), but he also made multiple in-person visits to keep us well informed during the process. Thanks Aaron and the greater Retirement Understood team! We look forward to working together as our needs evolve in the future!

Kevin K.

5/5

As I approached turning 65, I began to receive numerous mailings about Medicare & the different plan offerings. Needless to say, I was overwhelmed. I was losing my retiree insurance when I turned 65 and though I am working at another company that has benefits, I wasn't completely sure what medical coverage would be the best decision for now. I began my research. My old company was offering a Medicare Advantage plan & then I looked at what my current company benefits would offer during this life change event. I also investigated original Medicare (Part A & Part B) along with a Medicare Supplement plan and Part D. I attended a webinar, watched some YouTube videos and then later, I attended a seminar given by Donna & Ashley at Retirement Understood. This seminar helped me get a better handle on understanding Medicare & my options. I later met with Ashley & Donna and brought all my options to go over & compare with them. This meeting was extremely vital to help me make wise decisions. Ashley & Donna spent much time with me as I navigated through these choices and even helped me in a last minute panic moment as I was signing up for original Medicare & had some questions during enrollment. I highly recommend attending one of their Medicare seminars. I know there are more upcoming life changes for me and I will be reaching out & working with the Retirement Understood team in the future. I am very grateful for their help!

julie T.

5/5

Retiring and choosing the correct Medicare plan should be easy but it isn’t. However with Aaron and Ashley’s help it became very easy due to their knowledge and patience explaining my choices and my husband’s choices. They have made my retiring less stressful.

Ann L.

5/5

I attended an Estate Planning seminar given by Nathan and Randy. I found it to be very helpful as Nathan talked about quite a few things that I was not aware of, such as a Living Trust. He did a very nice job explaining the ins and outs of planning an estate.

Jeff B.

5/5

I am turning 65 in May of this year, so I needed to find someone to help me thru the Medicare enrollment process. Ashley Luplow was very helpful in explaining the different options, and helping me to select which plan worked best for my needs. I highly recommend her, both for her expertise and friendly demeanor !