Silver Maple Retirement Strategies helps Wisconsin families make sense of retirement — income, taxes, insurance, and estate — using a methodology rooted in your goals and what matters most to you.
Most folks reach retirement with a 401(k), a Social Security estimate, an old life insurance policy, and a vague sense that they should "talk to someone about Medicare soon." That's not a plan. That's a pile of pieces.
We help you put the pieces together — in plain English, at your pace, in a way that actually fits your life and the people you love.
Every plan we build addresses four interconnected planning areas — and we walk through them in order, because each one builds on the last.
Where your paycheck comes from after work stops.
How to keep more of what you've saved.
How to protect what you've built.
How to pass it on the way you intended.
Silver Maple is a small, independent practice. When you reach out, you talk to one of us — not a call center.
Thomas started Silver Maple after helping his own father navigate Medicare and retirement — and realizing how few people had someone in their corner. He leads comprehensive planning across all four branches.
Different folks need different things at different times. Here's how we typically work together.
The core of what we do. We sit down — at our office or yours, in person or over video — and walk through The Four Branches together. No charge for the conversation, no pressure to do anything afterward.
We run educational sessions on retirement topics — Medicare basics, Social Security claiming, RMDs, and more. Free to attend, open to anyone, and a low-pressure way to learn before you commit to anything.
For clients we work with on an ongoing basis, we review the plan as life changes — new grandchildren, market shifts, tax law updates, health events. Retirement isn't one decision; it's an evolving picture.
Pick whichever fits where you are. There's no wrong answer, and you can always switch paths later.
A short, confidential intake (about 5–8 minutes) that helps us understand where you are. We'll review your responses and reach out with the right next step — whether that's a meeting or just helpful resources.
Begin the Snapshot →The Four Branches page walks through how we think about retirement planning — Income, Tax, Insurance, and Estate — and what each one covers in plain English. No commitment, just information.
See The Four Branches →Have a quick question, want to ask about an upcoming seminar, or just looking to introduce yourself? Reach out directly — Thomas reads every message and replies personally.
Contact Silver Maple →