Taren R Sartler

FIC, LUTCF, FSCP®, RICP®, CFFM

Taren R Sartler

FIC, LUTCF, FSCP®, RICP®, CFFM

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
At work

At work

At work

Why I do what I do

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.

“I serve members in many areas, including Wisconsin and the Gulf Coast of Florida.”
At home

At home

At home

My life outside of work

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!

Community impact

In the community

In the community

My local community impact

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.

Featured story

Featured story

Featured Story Image

Embracing the Adventure

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.

Current insights

Current insights

#MotivationalMonday

#MotivationalMonday

#MotivationalMonday

Joey days Cinco de Mayo! #joeysays

Contact

Contact me

Let’s connect

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.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

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