Jefferey Zhu, CFP- Modern Woodmen of America

Jefferey Zhu, CFP- Modern Woodmen of America With Modern Woodmen, you get more than financial services. Fraternalism makes us different. Modern Woodmen is responsible with the money entrusted to us.

Modern Woodmen’s mission is to improve the quality of life for our members. Modern Woodmen is the nation’s third largest fraternal benefit society, in terms of assets. We manage our assets so that changes in the financial markets – recessions, depressions or periods of inflation – have minimal effect. Modern Woodmen has been touching lives and securing futures since 1883. Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

Looking to make the most of the final days of summer? Members: Try these five things with your family! 1. Visit the loca...
08/06/2026

Looking to make the most of the final days of summer? Members: Try these five things with your family!

1. Visit the local farmer's market.
2. Attend a Modern Woodmen chapter event.
3. Go to a sporting event.
4. Have a picnic in the park.
5. Complete a volunteer project. (Psst. You can apply for a Do-Good Grant®️ to make it happen. Ask me how!)

Have you checked any of these off your summer bucket list? Share below!

Just like watermelon can give you a refreshing boost on a hot summer day, I can help keep your financial planning fresh ...
08/05/2026

Just like watermelon can give you a refreshing boost on a hot summer day, I can help keep your financial planning fresh and on track all year long.

When was the last time you gave your financial plan a refresh? Contact me today.

08/03/2026

How does Modern Woodmen’s creed inspire you?
07/30/2026

How does Modern Woodmen’s creed inspire you?

Is your child heading back to school next month? Let’s connect to review your mid-year financial plan.Back-to-school sea...
07/29/2026

Is your child heading back to school next month? Let’s connect to review your mid-year financial plan.

Back-to-school season can bring unexpected costs – from activities and sports to travel and supplies. Taking time now to adjust your budget and accounts can help keep everything on track.

A baby’s arrival should be filled with joy, but sometimes uncertainty follows.As a Modern Woodmen member, you may have a...
07/24/2026

A baby’s arrival should be filled with joy, but sometimes uncertainty follows.

As a Modern Woodmen member, you may have access to our Newborn Life Insurance Benefit. It’s designed to give families:
· Financial support in tough moments.
· A path to lifelong protection for your child.

Every parent deserves peace of mind. If you’re expecting or you just welcomed a baby, let’s talk.

https://www.modernwoodmen.org/my-membership/member-benefits/newborn-benefit/?utm_source=facebook&utm_medium=199008&utm_campaign=3282179

What does it mean to put fraternalism into action?It means putting people first – supporting families, giving back and c...
07/23/2026

What does it mean to put fraternalism into action?

It means putting people first – supporting families, giving back and creating a lasting impact in our communities. When we come together, we do more than protect the future – we strengthen it.

What’s one way you’re making a difference this week? Share below!

Address

3350 Shelby Street Suite 330
Ontario, CA
91764

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