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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 trust 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
309.633.7780
Email Joni
Chris L Jackson
Financial Advisor
309.633.7884
Email Chris
Laurie D Hild
Financial Advisor
309.633.7206
Email Laurie
Cindy Sherman
Registered Representative
309.633.7714
Email Cindy
Kristyl E Johnson
Financial Advisor
309.633.7203
Email Kristyl
Andrew T Felix
Financial Advisor
309.633.7479
Email Andrew
Saul Juarez
Financial Advisor
408.545.1571
Email Saul
Resources
Along with our trusted 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
- Should Women Strive to Work Past 62?
- Tax Efficiency in Retirement NEW 04/18
- Which Financial Documents Should You Keep On File? NEW 04/18
- Things to Consider if You Plan to Retire Before 60 NEW 04/18
- How Millennials Can Get a Good Start on Retirement Planning NEW 04/18
- Reducing the Risk of Outliving Your Money NEW 04/18
*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-2012842.1-0118-0220
*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-2035796.1-0218-0320