James T Letcher
James T Letcher
CRPC®
Financial Advisor
(608) 271-1012 or
(800) 236-5560 Ext. 2310

5810 Mineral Point Road
Madison, WI 53705
8:00-5:00 M-F
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4802 Sheboygan Ave
Room 150B
Madison, WI 53705
By Appointment Only
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My Background

Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)

 

Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at Summit Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?

 

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.

 

My Education

·         B.S.B.A Creighton University, Omaha, NE, 1983

·         MBA Edgewood College, Madison, WI 1995

·         Earned CCUE (Certified Credit Union Executive) designation, 1996

·         Earned CRPC® (Chartered Retirement Plan Counselor) designation, 2011

 

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