Joel P. Dettwiler

Credentials:
  • ChSNC™

Focus: Insurance Strategies, Investment Strategies, Estate Planning, Financial Education, Special Care, Military, Retirement Income Planning, Risk Management Strategies

Languages: English

My mission is to help families plan for the future of their dependents with special needs by providing education and possible financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner, I help families:

  • Gain a greater understanding of government benefits
  • Understand some of the techniques available to help preserve government benefit eligibility for SSI and Medicaid
  • Understand financial issues in special needs planning, including funding special needs trusts
  • Understand the benefits of a Letter of Intent
  • Learn about the role of a guardian and conservator with respect to their special needs dependent
  • Determine how much money is needed to fund a lifetime of quality care

Education

UW-Platteville
UW-Madison
The American College of Financial Services

Affiliations & Memberships

Disability Action Network (DAN)
North American Squirrel Assoc
Community Resource Network (CRN)

Community Involvement

Rotary East La Crosse

See Joel’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Joel

*Fields are required

LaCrosse Satellite Office

Satellite Office

700 3rd Street Suite 202A
LaCrosse, WI 54601

CRN201912-180567