James T Letcher
James T Letcher
Financial Advisor
(608) 271-1012 or
(800) 236-5560 Ext. 2310
Summit CU
5910 Mineral Point Rd
Madison, WI 53705
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My Background

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  1. Wealth accumulation during your working years
  2. Security and independence in your retirement
  3. The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.

Professional Services
  • Retirement Income Planning
  • General Investment Management
  • Insurance Planning
  • Comprehensive Financial Guidance
  • Long Term Care Insurance
  • 401(k) Planning
  • Investment Management for Seniors
  • Tax-advantaged Investment Planning
  • Wealth Management