Retirement & Investment Services
Jason Buchinger - Financial Advisor
Over the last 20 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time. I've done this with focus on their individual comfort level, investment time-line and goals. Working together, we can create a strategy geared towards meeting 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. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.
As a trusted partner of Simplicity Credit Union I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important 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?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/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.
- Retirement Planning
- Retirement Income Planning
- Tax-advantaged Investment Planning
- 401(k) Planning
- Wealth Preservation
- Investment Management
- Winona State University, BS in Finance and Business Administration, graduated in 1997
- University of Phoenix, MBA, graduated in 2008
- Junior Achievement Volunteer
Retirement, Investment & Insurance Services
The investment and insurance products and services we offer are bought to you through an agreement between Simplicity Credit Union and CUNA Brokerage Services. CUNA Brokerage Services is responsible for the content. You should understand that if you conduct business here, you are conducting business directly with CUNA Brokerage Services, and that privacy and security policies may differ between Simplicity Credit Union and CUNA Brokerage Services.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.
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