Questions on Your 401K?

The Simplicity Retirement & Investment 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.

As a trusted partner of Simplicity Credit Union we 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?
APRIL
How to Weather a Bear Market
April 5th at 6:00pm
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Social Security and Your Retirement
April 12th at 6:00pm
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Understanding Medicare
April 19th at 5:30pm
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Income for Life
April 26th at 6:00pm
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MAY

Women and Investing
May 3rd at 5:30pm
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Rollover Planning
May 10th at 6:00pm
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The 3 Transitions to Retirement
May 17th at 6:00pm
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JUNE

The Return of Conservative Investing
June 14th at 6:00pm
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The Road to Retirement
June 21st at 6:00pm
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Rethinking Diversification
June 28th at 6:00pm
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Financial Advisor - Jason Buchinger

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.

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.

Phone: 715.207.6780          Request an Appointment

Check the background of this investment professional on FINRA's BrokerCheck

Professional Services

  • Retirement Planning
  • Retirement Income Planning
  • Tax-advantaged Investment Planning
  • 401(k) Planning
  • Wealth Preservation
  • Investment Management

My Education 

  • Winona State University, BS in Finance and Business Administration, graduated in 1997
  • University of Phoenix, MBA, graduated in 2008
  • CRPC, Chartered Retirement Plan Counselor

Affiliations

  • Junior Achievement Volunteer 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Simplicity Credit Union and Simplicity Retirement & Inventment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Simplicity Retirement & Investment Services, and may also be employees of Simplicity Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simplicity Credit Union or Simplicity Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency. Not Credit Union Guaranteed. Not Credit Union Deposits or Obligations. May Lose Value.