Wisconsin Retirement Solutions, Inc.
VISION: To provide “SOLUTIONS FOR EVERY RETIREMENT”
MISSION: To design “SOLUTIONS FOR EVERY RETIREMENT” that grow assets safely, provide a lifetime income, protect against nursing home spend down, and transfer assets to heirs in the most tax-efficient manner possible, avoiding probate.
GOAL: To implement “SOLUTIONS FOR EVERY RETIREMENT” in an organized manner that is easily understood, so our clients can make knowledgeable decisions about each aspect of their retirement.
CORE VALUES: To establish “SOLUTIONS FOR EVERY RETIREMENT” through the honest communication of information, free from the influence of sales incentives and commissions.
University of Wisconsin Oshkosh - Bachelors degree
Member of the Better Business Bureau
Member of National Ethics Association
James D. Van Vonderen is a native of Wisconsin, born and raised in Green Bay. Jim graduated from the University of Wisconsin Oshkosh and worked in the insurance industry prior to becoming an Independent Retirement Solutions Advisor in 2003.
Jim is licensed with the Office of the Commissioner of Insurance for the State of Wisconsin, and he’s a member of the Better Business Bureau and the National Ethics Association. He’s also an Independent Precious Metals Advisor.
As an independent financial advisor, Jim designs retirement plans that provide real life solutions to real life issues. He has unlimited access to the best financial and insurance products available. He also works in conjunction with an Elder Law Attorney and a Certified Public Accounting Firm, each specializing in Retirement Planning.
Jim lives just outside of Appleton, with his wife Julie, his son Alex ( ”AJ” ), his daughter Ava and their dog Samantha ( “Sam” ).
Jim’s objective is to establish “SOLUTIONS FOR EVERY RETIREMENT” through the honest communication of information, free from the influence of sales incentives and commissions.