Your First Step

Your Retirement Snapshot.

A short, confidential intake that helps us understand where you are and what matters most — so when we sit down together, we're already on the same page.

5 to 8
minutes

13 short
questions

No cost
or obligation

✓

Strictly
confidential

Begin Your Snapshot

Tell us a little about where you are.

We'll use what you share to prepare for our first conversation. There are no wrong answers, and you can skip anything that doesn't apply.

Silver Maple Retirement Strategies works exclusively with Wisconsin residents. If you're outside Wisconsin, this intake won't be a good fit — but feel free to browse our resources anyway.

First Name *

Last Name *

Email *

Phone *

Zip Code *

What's your age range? *

Where are you in your retirement journey? *

How does Medicare fit in for you right now? *

What brought you here today? *

Roughly how much do you have in investable assets? *

Do you currently work with a financial professional? *

What keeps you up at night when you think about retirement?

What does a great retirement look like to you?

What feels right as a next step? *

By checking this box, I understand that Thomas Smith and Silver Maple Retirement Strategies LLC may contact me by phone, text message, or email regarding Medicare Health Plans (including Medicare Supplement, Medicare Advantage, and Part D Plans), retirement planning services, and seminar invitations. I understand I can opt out at any time. *

I agree

We do not offer every plan available in your area. Currently we represent 96 organizations which offer 4,186 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.

Your information stays with us.

We don't sell, share, or pass your information to anyone outside Silver Maple Retirement Strategies. We use it only to prepare for our conversation with you.

Step One

You complete the Snapshot.

Takes most folks 5 to 8 minutes. You can stop and come back if you need to.

Step Two

Thomas reviews your answers.

Personally. Not by an algorithm or a call center. Usually within one business day.

Step Three

You hear back with the right next step.

That might be a meeting on the calendar, a seminar invitation, or some helpful resources — whatever fits where you are.