A message from Will:
As a Financial Advisor, I offer insight and perspective from over 28 years of experience in financial services. My mission is to help members better understand their financial situation and options available, working with them to craft a financial plan which will meet their current and future needs. I am especially qualified to provide Credit Union members with professional assistance, quality financial products, and dependable service. Working together, I will help you make sound financial decisions consistent with your comfort level , investment time-line, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way.
As a trusted partner of Connex Credit Union, I have a strong history of working with members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Periodically, we’ll review your situation and make adjustments as needed. It just makes sense – as your life changes, so do your financial needs, and I will be here for you at every stage of your life. Helping you reach your financial goals is my number one objective.
I am a Registered Representative of CUNA Brokerage Services, Inc.,* member FINRA and SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.