Alicia Learman-Modern Woodmen of America

Alicia has been so wonderful to work with. She's very knowledgeable and will explain everything in a way thats easy to understand. She's helped to assist us in selecting the right items for our portfolio that make sense for our family, including life insurance for our kiddos, one who has a heart defect. Truly an all around great experience working with Alicia and I would recommend her to anyone looking for a financial planner.

Alicia has been an incredible asset to our financial journey. She helped my wife and I get our finances organized and set up a solid plan that gave us the confidence to leave my job and start our own business. On top of that, she guided us through setting up retirement plans and helped map out a long-term strategy. Her advice has been practical, thoughtful, and empowering every step of the way. Highly recommend working with her!

Alicia was fantastic to work with! Her knowledge, patience, and love for what she does make something like buying insurance or planning for the future (something nobody likes doing) very enjoyable. I learned a lot working with her and actually got my husband in too! I will recommend her a hundred times over to help you take care of the things that take care of your family!!

I highly recommend Alicia Learman, a financial representative with Modern Woodmen of America in Allenton, WI. Alicia's expertise and dedication to her clients truly stand out. She takes the time to thoroughly understand your financial goals and provides personalized solutions that align with your needs. Her professionalism, combined with her approachable and friendly demeanor, makes discussing complex financial matters stress-free and easy to understand. Whether you're looking to plan for retirement, protect your family with insurance, or grow your investments, Alicia brings thoughtful insights and a genuine passion for helping her clients succeed. Working with her has been a pleasure, and I will continue to refer my clients and sphere to her!

I love Alicia, she is great to work with and she really knows her stuff, she is super nice and friendly. If you need any type of retirement planning for your future, give her a call