Retirement planning built around you.
Silver Maple Retirement Strategies helps Wisconsin families make sense of retirement β income, taxes, insurance, and estate β using a methodology rooted in your goals and what matters most to you.
You don't have to figure this out alone.
Social Security, Medicare, taxes, savings, the house, the kids β retirement hands you a lot of decisions at once, and every one of them affects the others. Most people end up making them one at a time, with nobody looking at the whole picture.
We look at the whole picture with you β in plain English, at your pace, in a way that actually fits your life and the people you love.
The Four Branches of a real retirement plan.
Every plan we build addresses four interconnected planning areas β and we walk through them in order, because each one builds on the last.
Income
Where your paycheck comes from after work stops.
Tax
How to keep more of what you've saved.
Insurance
How to protect what you've built.
Estate
How to pass it on the way you intended.
Real Wisconsin people, helping Wisconsin families.
Silver Maple is a small, independent practice. When you reach out, you talk to one of us β not a call center.
Thomas started Silver Maple after helping his own father navigate Medicare and retirement β and realizing how few people had someone in their corner. He leads comprehensive planning across all four branches.
Travis came to this work after helping his own mother and family through confusing healthcare decisions. He helps clients with their health and life insurance choices β with honest guidance and plain-spoken education.
Behind every plan is a wider network of professionals we work alongside β on the investment, tax, insurance, and estate sides β so each branch of your plan gets the right expertise. You still work directly with us, start to finish.
Three ways we help families.
Different folks need different things at different times. Here's how we typically work together.
Planning Conversations
The core of what we do. We sit down in person β at our office or yours β and walk through The Four Branches together. No charge for the conversation, no pressure to do anything afterward.
Seminars & Workshops
We run educational sessions on retirement topics β Medicare basics, Social Security claiming, RMDs, and more β in person and online. Free to attend, open to anyone, and a low-pressure way to learn before you commit to anything.
Long-Term Relationships
For clients we work with on an ongoing basis, we review the plan as life changes β new grandchildren, market shifts, tax law updates, health events. Retirement isn't one decision; it's an evolving picture.
Three ways to get started.
Pick whichever fits where you are. There's no wrong answer, and you can always switch paths later.
Take Your Retirement Snapshot
A short, confidential intake (about 5β8 minutes) that helps us understand where you are. We'll review your responses and reach out with the right next step β whether that's a meeting or just helpful resources.
Begin the Snapshot βRead About Our Approach
The Four Branches page walks through how we think about retirement planning β Income, Tax, Insurance, and Estate β and what each one covers in plain English. No commitment, just information.
See The Four Branches βGet in Touch
Have a quick question, want to ask about an upcoming seminar, or just looking to introduce yourself? Reach out directly β Thomas reads every message and replies personally.
Contact Silver Maple β