Retirement Planning

Retire with Confidence

Retirement is your time to enjoy the rewards of a lifetime of hard work. At Brewer Investment Group, we help you design a retirement plan that ensures you have the income you need to live comfortably and pursue your passions. Whether you’re just starting to save or refining an existing plan, our team provides the guidance you need to achieve your retirement dreams.

401(k) and IRA Strategies

Maximize your contributions to employer-sponsored plans and individual retirement accounts for tax-advantaged growth.

Learn more about 401k options

Income Projections

Understand how much you’ll need for retirement and create a roadmap to get there.

Social Security Optimization

Determine the best time to claim benefits for maximum income.

Investment Strategies

Align your portfolio with your retirement goals and risk tolerance.

A woman is sitting at a table drinking a cup of coffee

Why It Matters:

Retirement should be about enjoying life, not worrying about finances. By starting early and making informed decisions about options like 401(k)s, IRAs, and other savings vehicles, you can build a solid foundation for a secure and fulfilling retirement.

Locations

2800 National Drive #102
Onalaska, WI 54650
(608) 781-9244

501 East Broadway / 6th Street
Winona, MN 55987
(507) 858-6720

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For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Non-Securities products and services are not offered through JWC/JWCA. Brewer Investment Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Brewer Investment Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.