I am a helper. Just like Mid Oregon Credit Union, whose motto is: Good Friends, Great Service - I love to help! I love to help members plan for retirement income, college planning and life insurance. My Client Service Specialist, Tonya Barrett and I stand ready to help you find the best financial tools to serve and help you and your family.show more
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 Mid Oregon 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?
Over the last 10 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach 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. Specifically, I may be able to help you:
- Retire more comfortably
- Protect your assets and your financial future
- Fund your children's or grandchildren's education
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. Personal . . .
- JC has been married for 20 years to his awesome wife, Celeste. They have 4 children: Madysen, Tyler, Zachary and Alyvia. JC loves to have fun, and some of his favorite hobbies are golf, fly fishing, and fireworks (he is a licensed pyrotechnician). In his words, "I like things that go BOOM" He is very excited to be able to serve the community of Bend, Oregon.