BFCU Financial Advisors
A smart financial strategy means planning for today while preparing for tomorrow. BFCU Financial Advisors has provided this service for our members. Whether you’re just starting to save or are looking for more sophisticated money-management tools, BFCU Financial Advisors can help you meet your personal financial objectives including planning a comfortable retirement, providing a college education or saving for a home. Learn more about the products offered by BFCU Financial Advisors.
*The BFCU Financial Advisor program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Meet Our Financial Advisor:
Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement?
Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement, but the first step is developing a strategy. As a financial services representative working with BFCU Financial Advisors, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?
Over the last 4 years, through workshops and personal interviews, I've helped a great number of members create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, I can help you:
- Retire more comfortably.
- Protect your assets and your financial future.
- Fund your children's or grandchildren's education.
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
- Over 20 years of financial planning experience with individuals.
- Enjoy reading, travel, and golf Also the proud Dad to an amazing boy James
- Retirement Income Planning
- Tax-Advantaged Investment Planning
- Wealth Management
- Charitable Giving Strategies
- Life Insurance Planning
- Investment Management
- Trust Services
- Long Term Care Insurance
- Estate Planning