Professional Service Members
New Membership Program at SAIL! This membership includes individuals suggested by SAIL members based on the member’s personal experience and high degree of satisfaction with their services.
Services provided by the SAIL Professional Services Membership include:
• real estate
•Medicare supplemental plans
• financial planning
The members listed below were invited to join SAIL’s Professional Services Membership and they pay an annual membership fee. As members, they are invited to SAIL events and have access to the SAIL Service Provider Directory. They also have access to education based on "best practices" in older adult care and programming. Finally, as believers in the SAIL Mission, they are encouraged to provide support to SAIL via donations, in-kind support, educational programs for members, volunteerism, and discounted service fees.
This is a new membership here at SAIL and we ask you to share your recommendations for potential Professional Services Members. Just give us a call at 230-4321 or email firstname.lastname@example.org
*Note: SAIL Professional Services Members are not vetted by SAIL; they are suggested by SAIL members.
Diane Dillett, Medical Insurance Solutions for Seniors
2935 S Fish Hatchery Rd #107
Fitchburg, WI 53711
Diane saves time and effort for people transitioning to Medicare. She will help you review your options and select a plan best for your needs.
Kathy Erickson, Kathryn Erickson CPA, LLC
576 S. Hillcrest Dr.
Verona, WI 53593
Individual income tax preparation and financial assistance such as check-writing and bank account reconciliation for retirees and soon-to-be retirees.
Steven Erickson, Thrivent Financial
957 Liberty Dr., Suite 204
Verona, WI 53593
Helping retirees with income planning, investment allocation, estate planning and charitable generosity.
Attorney Dale Gregory, Fuhrman & Dodge
Fuhrman & Dodge, S.C.
2501 Parmenter St., Suite 200B
Middleton, WI 53562
Legal services including wills, trusts, estates, real estate transactions, general civil litigation, family law.