Income, tax, insurance, and estate — explained plainly, no sales pitch. One hour with Thomas Smith of Silver Maple Retirement Strategies.
Every retirement plan we build at Silver Maple starts with the same four questions. Here's what each one really means.
Where does the paycheck come from after work stops? Social Security, pensions, savings, and how to put them in the right order.
How do you keep more of what you've saved? The retirement tax decisions most people don't realize they're making.
How do you protect what you've built? Health coverage, long-term care, and the gaps people don't know they have.
How do you pass it on the way you intended? The simple pieces of an estate plan and why most plans miss them.
Thomas Smith is the founder of Silver Maple Retirement Strategies, an independent retirement planning practice based in Mauston. He helps Wisconsin families think clearly about retirement — what comes in, what goes out, what gets protected, and what gets passed on.
His approach is built around The Four Branches: a simple framework that turns the messy parts of retirement into specific, answerable questions. No jargon. No pressure. Just a real conversation about what matters most to you.
We know what most "free seminars" look like. This isn't that. Here's what you'll actually get.
Walk-ins are welcome, but RSVPs help us plan the room and send you a friendly reminder the day before.