Schedule your free financial consultation

Photo of WEA Benefits Financial Consultant Steve Pike

Retired Madison teacher and past MTI President, Steve Pike, or one of his colleagues, can meet with you for a FREE hour long Financial Consultation (regarding Retirement or other financial questions you may have).

Sign up for a free financial appointment

This is ideal if you are just getting started, have specific questions, or would like a quick check-in. It’s a convenient way to meet with someone to get general help or guidance and answer your specific questions on a wide range of financial topics such as:

• Reasons to start a 403(b) or IRA savings account and how to enroll
• Wisconsin Retirement System basics
• Retirement Savings strategies; Pre-tax vs. Roth, 403(b) vs. IRA
• Investment/Account Fees
• Budgeting
• Tips for purchasing personal insurance
Some things to bring along to your consultation include:
• Recent paycheck stub
• Recent 403(b) and/or IRA account statements
• WRS statement
• Laptop (if available)
• Other financial information you would like reviewed
Spouses/partners welcome!

Can’t make it to a consultation at the times currently available but still want to talk to someone? Sign up for a 30-minute phone consultation and speak to a Retirement and Investment Consultant. Find a time and day that’s convenient for you.