Wisconsin Benefit Planning

At Wisconsin Benefit Planning, Inc., we take pride in our long-standing history and deep roots in Northern and Central Wisconsin, dating back to 1922. Our longevity is a testament to the high-quality service we provide and the integrity we uphold in the Health Insurance & Employee Benefit Planning field. Our primary goal is to assist our clients in providing top-notch coverage for their needs in the most cost-effective manner possible.

Our approach to service is centered on being the best, not the biggest, in our industry. We achieve this through our extensive marketplace knowledge, cutting-edge technology, and the expertise of our Management and Service Team Staff. Our highly experienced consultants are dedicated to helping clients establish, implement, and maintain the most aggressive, cost-effective, and comprehensive programs available.

With a team of seven professional agents/employee benefit consultants and a staff of full-time service consultants, we provide onsite and local service to our clients. We serve companies throughout the Midwest, specializing in Employee Benefits & Financial Services. Our client base ranges from small businesses with just one employee to large corporations with over 500 employees, totaling over 200 commercial accounts.

Our team boasts over 50 years of combined insurance and benefit planning experience, offering extensive knowledge in all facets of Employee Benefits. This enables us to provide personalized solutions tailored to each client's specific needs and goals.

Our Mission

Trust, Honesty, and Integrity are the core values that guide us every day. We believe that these values matter, and we strive to uphold them in all aspects of our business. Our mission is to provide exceptional service, build lasting relationships, and help our clients navigate the complex world of financial planning and insurance.

Our Focus

We understand that every client is unique, with different needs, wants, and long-term goals. Our focus is on providing personalized service that addresses these individual needs. Whether you are investing to build wealth, protect your family, or preserve your assets, we are here to guide you through the process.

Our Services & Products

We offer a wide range of services and products designed to meet the diverse needs of our clients. These include Retirement Planning, Estate Planning, Investment Services, Insurance Services, Tax Planning, and more. We create strategies that are tailored to your specific needs and goals, ensuring that you receive the best possible advice and guidance.

Understanding Today's Financial Environment

The current economic environment presents many challenges, but it also offers opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement or looking to better understand certain investment ideas, we can help you address your most pressing financial questions.

Your Financial Future

Today's economic environment is complex and ever-changing. However, with the right guidance and advice, you can navigate these challenges and seize opportunities for growth and prosperity. At Wisconsin Benefit Planning, Inc., we are committed to helping you address your financial needs and achieve your long-term goals.