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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

• legal

• health

• insurance

• Medicare supplemental plans

• accounting

• financial planning

  and more!

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  info@sailtoday.org

 

*Note: SAIL Professional Services Members are not vetted by SAIL; they are suggested by SAIL members.



Debby Deutsch
Patient Care Partners 
9338 Harvest Moon Lane Verona, WI 53593 
Phone: 608-445-5431 
Email: debby@patientcarepartners.org 
Web: patientcarepartners.org 
A private patient advocacy firm that offers personal, hands-on care coordination for improved patient outcomes.


Diane Dillett
Medical Insurance Solutions for Seniors
Dillett Company
2935 S Fish Hatchery Rd #107 Fitchburg, WI 53711
Phone: 608-662-8288
Email: diane@dillettcompany.com
Web: dillettcompany.com
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
Phone: 608-219-4096
Email: Kathy@kathrynericksoncpa.com

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 Drive, Suite 204 Verona, WI 53593
Phone: 608-831-3339
Email: steven.erickson@thrivent.com
Web: connect.thrivent.com/steven-erickson

Helping retirees with income planning, investment allocation, estate planning and charitable generosity.


Sue Goldstein
Realtor, First Weber 
Fitchburg - West Madison
2985 Triverton Pike Dr., Suite 200
Fitchburg, WI 53711
Phone: 608-445-2170
Email: SueGoldstein.firstweber.com
Web: https://www.firstweber.com/suegoldstein


Experience in residential sales, relocation and new construction since 1977.


Attorney Dale Gregory Fuhrman & Dodge, S.C.
Fuhrman & Dodge, S.C.
2501 Parmenter St., Suite 200B Middleton, WI 53562
Phone: 608-327-4203
Email: dgregory@fuhrmandodge.com
Web: fuhrmandodge.com
Legal services including wills, trusts, estates, real estate transactions, general civil litigation, family law.


Attorney Brenda Haskins
Haskins, Short & Brindley, LLC
5113 Monona Dr. Madison, WI 53716
Phone: 608-237-6673
Email: Brenda@haskinsshort.com
Web: haskinsshort.com
Legal services including estate planning, Medicaid planning, elder law, guardianship and probate.


Attorney Daniel J. Schlichting
Hurley Burish, S.C.
33 East Main St., Suite 400 Madison, WI 53703
Phone: 608-257-0945
Email: dschlic@hurleyburish.com
Web: hurleyburish.com
Legal services including estate planning, probate, and elder law.


Andrew Seaborg
The Capital Group
406 Science Drive, Suite 310
Madison, WI  53711
Email: andrew.seaborg@lfg.com
Web: www.tcg-lfg.com/team
Financial/estate planning and investment management for clients with large estates. 


Attorney Thomas S. Vercauteren
Hurley Burish, S.C.
33 East Main St., Suite 400 Madison, WI 53703
Phone: 608-257-0945
Email: tvercauteren@hurleyburish.com
Web: hurleyburish.com
Legal services including estate planning, probate, and elder law.


Sean S. Wayne, CFP, CRPC, APMA
Sky’s Edge Wealth Private Wealth Advisor
1110 Fourier Drive, Suite 110 Madison, WI 53717
Phone: 608-829-6629
Email: sean.s.wayne@ampf.com
A private wealth advisory practice of Ameriprise Financial Service, Inc.

 Sharing Active Independent Lives ~ 6209 Mineral Point Road, Suite 210 ~ Madison, WI  53705   
info@sailtoday.org ~ (608) 230-4321