Jackson, WI – The team at Retirement Understood has settled into its new office space at 4466 Hwy P, Suite 107, Jackson, WI. The location is kiddie corner to Washington County Fair Park, just south of the roundabout at Pleasant Valley Road and Hwy P.
Randy Haeuser is President of Retirement Understood, a local company designed to help retirees understand their retirement from insurance to social security to benefits.
“We focus on Medicare supplements, health insurance for people under 65, and long-term care,” said Haeuser. “We have partners on the legal side for tax planning and financial services;Â our big strength is insurance and making sure you make the correct decisions and what that means for your retirement.”
Haeuser has expanded his staff with seasoned representatives familiar with the industry. Donna Walbert has over 5-year’s experience, Ashley Luplow, and Aaron Menzer bring a varied background in customer service and finance. Click HERE to check out the team.
Some of the most frequent questions include, “When can I retire, when do I need to set up Medicare and when is the best time to take social security,” said Haeuser. “At Retirement Understood we try to eliminate the guessing, take a hard look at the numbers and determine what makes the most sense for a person.”
There is no cost for Retirement Understood to run quotes or research social security to determine the best timing when someone should start initiating benefits.
“Over my 18-year career I’ve found being upfront and honest works best,” said Haeuser. “Rather than force someone into a certain plan or coverage I try to help find a good fit with what they’re looking for and what makes sense for them. I let the client make the choice.”
Meetings times vary from 30 minutes to a little over an hour. “I don’t rush through appointments,” said Haeuser. “I want people to be satisfied when they leave.”
There are several free education seminars coming up. Details are below.
