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As an additional service to our members, FCCU makes available the FCCU Financial Advisors program through CUNA Brokerage Services, Inc. (CBSI)*. CBSI is a broker/dealer focused on serving credit union members and is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Your journey toward retirement may be a few years away or a few decades away, either way it's never too early to start planning.  Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, FCCU Financial Advisors can help you reach your financial goals.

Contact them today to schedule a no-cost, no-obligation consultation to discuss your individual needs.

Phone: 920-563-7305 ext. 132

FCCU Financial Advisors can help you with:

  • Money Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Check the background on these investment professionals on FINRA’s BrokerCheck.


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Meet our Financial Professional

jeremy young
Jeremy Young

Register for an upcoming Virtual Financial Educational Webinar

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?

Upcoming webinars:

Date:  Time:  Topic:  Registration Link
January 5, 2021 6:00pm  Rethinking Diversification 

link.fortcommunity.com/3fQGWkb

January 12, 2021 6:00pm Three Transitions to Retirement

link.fortcommunity.com/39u2WAc

January 19, 2021 6:00pm Social Security & Your Retirement

link.fortcommunity.com/36mKXd9

January 26, 2021 6:00pm Income for Life

link.fortcommunity.com/3mppmpU

February 4, 2021 6:00pm Wisconsin Understanding Medicare

link.fortcommunity.com/2KPsP3f

February 9, 2021 6:00pm Rollover Planning

link.fortcommunity.com/36n9Sxq

February 16, 2021 6:00pm  How to Weather a Bear Market

link.fortcommunity.com/3oeeImF

February 23, 2021 6:00pm The Return of Conservative Investing

link.fortcommunity.com/3fSrsfv

March 2, 2021 5:30pm Women and Investing

link.fortcommunity.com/37pID4B

March 16, 2021 6:00pm Three Transitions to Retirement

link.fortcommunity.com/3moQuFM

March 23, 2021 6:00pm Social Security & Your Retirement

link.fortcommunity.com/3o9iWvD

March 30, 2021 6:00pm Income for Life

link.fortcommunity.com/2HVCUe0

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Helpful Links

 

*FCCU Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. The FCCU Financial Advisors 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.

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