Retirement Understood 4466 County Road P, Jackson, WI 53037

"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."

"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!"

"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!"

"Aaron Menzer has been an influential person in guiding me towards financial success. I have a lot to learn, but he has been so patient and compassionate. He truly makes you feel like family!"

"Aaron Menzer has been amazing!!! He have been walking with me in this new financial world. I am thankful and I appreciate his expertise. I know this relationship will last for long time."