Skip to main content



- Our Mission                                                   

At Retirement Understood, we take pride in guiding our clients through every facet of their retirement journey. From the initial planning stages to the final transition, we are with you every step of the way, offering expert advice and personalized solutions. We aim to ensure that our clients enjoy a fulfilling and secure retirement, confident in the knowledge that all their needs have been meticulously addressed.


We Are Committed to Delivering Exceptional Service and Building Long Lasting Relationships Based on Trust and Integrity.

What sets us apart is our commitment to a truly comprehensive retirement planning process. We recognize that retirement encompasses more than just financial decisions; it involves a multitude of interconnected elements.
To address those various elements, we maintain strong partnerships with professionals in various specialized fields related to retirement. This collaborative approach allows us to blend diverse expertise and insights, reducing the burden on our clients while still ensuring they remain in control of the planning process.


Our dedicated team of professionals not only saves our clients time and effort, but also provides peace of mind by crafting retirement plans tailored to their unique needs. With Retirement Understood, you can be confident that every detail of your retirement is thoughtfully planned and expertly managed.


      image            image

- About Us -




Based in Jackson, Wisconsin, our licensed agents extend their expertise to clients statewide. Our professional team, in collaboration with our strategic partners, combines over five decades of collective experience in various essential retirement related services such as, social security planning, healthcare options, long-term care planning, life insurance, estate and tax planning.


Start Planning for Your Future Today 

Let Us Help You Understand the Elements Necessary to Secure Your Retirement
Medicare Coverage

Together, we can help you understand your options, and ensure that you have the right Medicare coverage to meet your healthcare needs. 

Social Security Planning

When you partner with our experts, you'll gain confidence with your decisions and enhance your overall retirement plan. 

Dental & Vision Coverage

Let us help you obtain a plan that offers numerous benefits for your overall well-being, cost savings, access to quality care, and improved

quality of life.



Life Insurance

Ensure your loved ones receive the financial protection and support they need during difficult times by securing a comprehensive plan.

Long Term Care Insurance

When you're older, a bad hip could do more damage to your retirement income than a bad market - do you have a care plan?

Tax Planning

Essential for maximizing savings and minimizing tax liabilities, ensuring a financially secure future.

Estate Planning

A crucial step towards ensuring your assets are protected and distributed according to your wishes.

Travel Insurance

Protect yourself from unexpected expenses and ensuring peace of mind during your trip.

- Client Testimonials -

"I attended a seminar given by Donna & Ashley at Retirement Understood. This seminar helped me get a better handle on understanding Medicare, and my options.I later met with Ashley & Donna. This meeting was extremely vital to help me make wise deicsions. They spent much time with me as i navigated through these choices and even helped me in a last minute panic moment as I had some questions during enrollment. I know there are more upcoming life changes for me and I will be reaching out & working with the Retirement Understood team. I am very grateful for their help!"    - Kevin K. 


"Very professional. knowledgeable about insurances, able to answer our questions, and very pleasent and enjoyable to work with!"  - Marilyn S.


Ashley and Aaron helped me beyond belief!!! I could not have done this without them!!"    - William S.                                                         


"Aaron Menzer has been amazing!!! I am thankful and I appriciate his expertise. I know this relationship will last for a long time."      - Mildred O. 


"Our personal situation took an extended engagment with Retirement Understood. Over the course of several months, we worked with Aaron Menzer. Not only was he exceptionally responsive, but he also made multiple in-person visits to keep us informed during the process. Thansk Aaron and the greater Retirement Understood team! We look forward to working together as our needs evolve in the future!"    - Kyle G. 


Get In Touch With Us

We look forward to helping you become Retirement Understood!
Ask Us A Question