Planning for the Future

Planning for the Future

**Resources updated as of 7/2020.  Resources subject to change at any time without notice.  Known options listed, however, additional ones may exist.  Links to other websites do not constitute endorsement of any product or service provided by public or private organizations, nor necessarily support the views of any referenced individual or agency site by the City of Waupun.  Furthermore, the City of Waupun does not accept responsibility for the contents of any "off-site" web pages referenced from other linked sites.**

 

 

 

There are programs to help seniors understand and apply for a wide range of benefit programs.

 

 

Accountants

Keren Derksen Accounting

O'Connor, Wells & VanderWerff

R. Peters & Associates

Advanced Directives - Power of Attorney (Health or Financial)

Financial Advisors

Edward Jones Co. - Adam Vande Slunt

Edward Jones Co. - Austin Armga

Edward Jones Co. - Joe Heeringa

Edward Jones Co. - Rich Matravers

Thrivent Financial - Jonathan Leonard

Funeral Homes

Kohls Community Funeral Home

Werner Harmsen Funeral Home

Insurance

American Family Insurance 

Flyway Mutual Insurance Company

i2i Coordinators/One Legacy Advisors

Nolan Insurance Agency, LLC

SIA Insurance Services

Legal Advice

Dempsey & Bucholz Law

Snow Law, S.C.

Vande Zande & Kaufman Law, LLP

**Resources updated as of 7/2020.  Resources subject to change at any time without notice.  Known options listed, however, additional ones may exist.  Links to other websites do not constitute endorsement of any product or service provided by public or private organizations, nor necessarily support the views of any referenced individual or agency site by the City of Waupun.  Furthermore, the City of Waupun does not accept responsibility for the contents of any "off-site" web pages referenced from other linked sites.**