Dannielle Roberts, RICP, Financial Representative Modern Woodmen of America

Dannielle Roberts, RICP, Financial Representative Modern Woodmen of America I work with individuals, businesses, and families to help them plan for a secure financial future.

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

06/15/2026

Building financial confidence is often about creating simple habits that support your long-term goals. Strategies like d...
06/12/2026

Building financial confidence is often about creating simple habits that support your long-term goals. Strategies like diversification, staying focused on the bigger picture, automating contributions, and using tax-efficient approaches can all help strengthen your financial future over time. Financial planning doesn’t have to feel overwhelming. Small, intentional steps can make a meaningful difference.

Which of these investment habits do you think is most important?

Have an idea to help your community? As a Modern Woodmen member, you can request a Do-Good Grant®️ to make it happen! To...
06/12/2026

Have an idea to help your community? As a Modern Woodmen member, you can request a Do-Good Grant®️ to make it happen!

To help with your project, you'll receive a fun package in the mail that includes a $200 bank card, T-shirts for your crew, and other items to make your project successful.

Ready to apply? Check out www.modernwoodmen.org/do-good-grant?utm_source=facebook&utm_medium=94906&utm_campaign=3232394 for more details.

Members can apply to receive $200 in seed money to coordinate a small-scale volunteer project with family and friends. Modern Woodmen will award a limited number of grants per year on a first-come, first-served basis.

Every four years, Modern Woodmen members across the country elect delegates to gather for a National Convention. This re...
06/11/2026

Every four years, Modern Woodmen members across the country elect delegates to gather for a National Convention. This representative form of government is part of what makes us unique as a fraternal financial services organization.

Our 45th National Convention will take place this month in Orlando, Florida.

What's included on your vacation budget? Your ideal spending plan will include food, souvenirs and travel costs, plus a ...
06/10/2026

What's included on your vacation budget?

Your ideal spending plan will include food, souvenirs and travel costs, plus a little tucked away for emergencies.

Looking for hands-on help with your budget? Let's meet!

Most of us have heard at least one “rule” about credit cards that isn’t completely accurate. In reality, small misunders...
06/09/2026

Most of us have heard at least one “rule” about credit cards that isn’t completely accurate. In reality, small misunderstandings, like thinking you need to carry a balance, can lead to decisions that don’t always support your long-term financial goals. Taking the time to understand the difference between myth and fact can make managing your finances feel a lot clearer; and a lot more manageable. Have you heard this myth before? If you have questions about how credit really works, I’m always happy to help.

Looking for a way to enrich your child's summer? Get them involved in a volunteer event!At Modern Woodmen, we have oppor...
06/05/2026

Looking for a way to enrich your child's summer? Get them involved in a volunteer event!

At Modern Woodmen, we have opportunities for your kids to make an impact through chapter events, member programs and more.

Ask me how!

Budgeting doesn’t need to be complicated. Sometimes the best plan is the one you’ll actually stick with. A simple framew...
06/04/2026

Budgeting doesn’t need to be complicated. Sometimes the best plan is the one you’ll actually stick with. A simple framework like 50/30/20 can help you organize spending, saving, and priorities without overthinking every detail. Simple habits, repeated consistently, can make a big difference over time.

Do you prefer a detailed budget—or a simple system that’s easy to maintain?


There's still time to order a free tree from the Arbor Day Foundation. Just log into your online member account to find ...
06/04/2026

There's still time to order a free tree from the Arbor Day Foundation.

Just log into your online member account to find the order form. And while you’re there, don't forget to explore. Your online account is the go-to place for plan details, member programs and more!

Don't have an account yet? Sign up today!

Address

55314 Highway 17, Suite C
Sulligent, AL
35586

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