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Retirement Planning
The CEFCU Investment Services 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.
You work hard for your retirement. Let us help you protect what you earn with the right planning.
Work with a team of financial professionals you can depend on to:
- Roll over your retirement savings with our help.*
- Contribute to an IRA.
- Make sure your plan is the right fit.
- See if you’re on track for a healthy retirement.
- Figure out what age to retire.
- Get mentally ready for retirement.
Representatives
Benefit from our more than 140 years of combined financial experience.
Check the background of an investment professional at FINRA's BrokerCheck.
Joni J Hootman
CRPC®, Financial Advisor
Canton, Pekin, Peoria Airport, Sheridan Village
309.633.7780
Email Joni
Chris L Jackson
Financial Advisor
Chillicothe, Eureka, Germantown, Grand Prairie, Northpoint, Washington
309.633.7884
Email Chris
Andrew T Felix
Financial Advisor
East Peoria, Lincoln, Morton
309.633.7479
Email Andrew
Saul Juarez
Financial Advisor
San Jose & Virtual Meetings
408.545.1571
Email Saul
Carl R Gomez
Financial Advisor
Downtown Peoria, Peoria Airport, Sheridan Village
309.633.7526
Email Carl
Roger Phillis
Financial Advisor
Bloomington & Normal
309.633.7926
Email Roger
Darrell Quast
Financial Advisor
Canton & Pekin
309.633.7635
Email Darrell
Resources
Along with our experienced advisors, these resources can help you plan.
Workshops, Tutorials, & Seminars
- Figure out your investing style with the Asset Allocation Planner.
- Sign up for an upcoming seminar.
Calculators
Use our calculators to see:
- How long your retirement savings will last.
- If you are saving enough for retirement.
- What monthly income your retirement savings will provide.
Find more calculators.
Educational Articles & Tools
Learn more about planning for your future.
- Financial Solutions
- Retirement Planning
- A Retirement Fact Sheet NEW 4/19
- Certain Uncertainties in Retirement NEW 4/19
- Is America Prepared to Retire? NEW 4/19
- Taking a Loan from Your Retirement Plan = Bad Idea NEW 4/19
- Debunking a Few Popular Retirement Myths NEW 1/19
- Is Generation X Preparing Adequately for Retirement? NEW 1/19
- Save & Invest Even if Money Is Tight NEW 1/19
- Tax Considerations for Retirees NEW 1/19
- When You Retire Without Enough NEW 1/19
*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.
FR-2242907.1-0918-1020
*CEFCU Investment Services & Wealth Management is a marketing name used by CEFCU. CEFCU Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-2894394.1-0120-0222