Whether you’re just beginning to invest, want to plan your retirement, need advice on how to make your money last, or you would like to take a fresh look at your finances, our Investment and Retirement Services Program Manager, John Woltemate offers no-cost, no-obligation professional financial advice to all. Schedule a no-obligation appointment with HFCU’s Senior Financial Advisor, John Woltemate, and gain valuable information on topics that include:
- 401(K)/Pension Rollovers*
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Investment Management
Ready to start planning for the future? Working together, John can help you make sound financial decisions or a customized financial strategy consistent with your comfort level, investment timeline, and goals. To schedule your no-obligation appointment, contact John Woltemate directly at 281-243-0565, or email him at email@example.com.
*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
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.
MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services, and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. Not NCUA/NCUSIF/FDIC insured may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area. MGA-839092.3-0117-0219 ©CUNA Mutual Group 2020