Since 1883, Modern Woodmen of America has brought people together, supported families and strengthened communities.
About Us
Grow with Modern Woodmen! As a financial representative, you can make a positive impact for your family and your community.
We can help you meet your current needs, achieve your future dreams and plan for all stages of life.
Planning for Life
What we do tomorrow is the product of what we accomplish now.
Modern Woodmen maintains a portfolio of high-quality financial products that can help you meet a wide range of life needs.
Our Products
Browse our helpful tips and articles to understand what’s important to you and your loved ones.
When you join Modern Woodmen, you become a member of the organization. You trust us with your financial needs. And you have the opportunity to access member benefits and impact your community.
My Membership
Make a payment, update your address, and access account information, online forms and fraternal programs from the member website.
Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.
Contact Taren R Sartler
Why I do what I do
I know everyone's financial path is unique. I help individuals and business owners plan for all stages of life, with a focus on retirement, estate and business planning. My team leads with education, and our mission is to help people transition with confidence.
I serve members in…
many areas, including Wisconsin and the Gulf Coast of Florida.
The best part of my career is…
knowing that I'm making a difference every day.
My family includes…
my Dan and our fur baby, Joey, and my two children, Devin and Gigi.
In my free time, you can find me…
glamping or at the lake!
I’m passionate about…
giving back, being grateful, and lifelong learning. In my opinion, the happiness you get out of life is in direct proportion to what you give!
My personal motto is…
Happiness is not by accident!
I’m a member of…
the Wauwatosa Crime Stoppers, Community Projects for Seniors, the #GirlBossesNetwork, and PowerConnectMKE.
My favorite volunteer activities are…
hands-on.
It’s very important to me to support my community. My favorite Modern Woodmen programs are:
our Final Wishes Resources. We work closely with attorneys to get your final wishes in order, and this benefit makes organizing, documenting and storing your wishes so easy.
We hold an annual educational event with coach and consultant Krista Morrissey for members in transition periods of their lives. We focus on the emotional side of retirement, which can be a real concern for many. It is an empowering workshop for all who attend. I can help with the financial accounts, and Krista comes to help with the emotional accounts. We can't wait to do it again for more members.
I’ll Just Leave My 401(k) Alone (Names changed for this story) Rachel changed jobs four times in twelve years as she was elevating her career. Each employer had a different retirement plan, login portal, beneficiary setup, and investment lineup. She kept saying: “I’ll organize it eventually.” Then her dad passed away unexpectedly, and she realized she had no idea where all her accounts even were, who her beneficiaries listed, or how much overlap existed in her investments. One account was still invested like she was 25. Another was sitting mostly in cash for years because she never selected investments after a rollover. What went wrong: No coordination. No oversight. No strategy. What an advisor might have caught: Consolidation opportunities Investment allocation gaps Outdated beneficiaries Retirement readiness analysis Do you have questions on retirement savings planning? Schedule a call: https://calendly.com/taren-r-sartler/15-minute-appointment
Joey wants to know where you'd love to retire. He says you'll find him at the beach. #JoeySays #justjoey
We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Select a financial goal from the drop-down menu to find helpful tips and articles.
