As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the South East Wisconsin community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create a
n affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
(262) 338-1006
[email protected]
Website: www.modernwoodmen.org
Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.
