Wisconsin (WI)

Wisconsin – Retirement Education & Financial Planning Support

Helping Wisconsin Residents Create Financial Security for Retirement

At SafeMoney.com, we offer Wisconsin residents clear retirement education and direct access to licensed, independent financial professionals. Whether you’re in Milwaukee, Madison, Green Bay, or anywhere across the state, our tools are designed to support safe, long-term financial planning.

Wisconsin Retirement Support Includes

  • Free guides on income strategies, annuities, and insurance planning
  • Advisor connections focused on transparency, education, and stability
  • A planning approach built around predictability—not speculation

📥 Download our free Retirement Guides

or contact a Wisconsin advisor listed below to request your personalized planning materials today.

Name Department Position SMC Phone Suburb State
Charles A. Jaeger CLU, ChFC, FLMI Charles A. Jaeger CLU, ChFC, FLMI Sterling Wealth Management LLC President Safe Money Certified 262-754-2120 Germantown WI
Joseph Kobart Joseph Kobart American Senior Benefits Advisor Safe Money Certified 715-212-5361 Wausau WI
Mark Gilbertson Mark Gilbertson GILFI President 715-832-6201 Eau Claire WI

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