What is DuPage Financial Advisors?
Exclusively for members, the DuPage Financial Advisors program is offered through CUNA Brokerage Services, Inc*skip to disclosure, a broker/dealer focused on servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. They help over 200 members and can help you achieve your financial goals in the following areas:
What do I get during my consultation?
Upcoming Complimentary Webinars¹skip to disclosure
Tuesday, Sep 22, 2020 at 6:00 PM
When the market dips, what do you do? How do you react? How can you prepare for the next bear market? Without a plan, reacting based on your instincts could hurt your long-term financial goals.
Tuesday, Sep 29, 2020 at 6:00 PM
Are you ready to retire? Learn how to guard against risks and manage those that are inevitable, plus confidently address the financial, lifestyle, and emotional transitions in retirement.
Tuesday, Oct 6, 2020 at 12:00 PM
Successful retirement plans can impact families for generations. Learn how Social Security fits within retirement, strategies to help increase your retirement benefits, and more.
Tuesday, Oct 6, 2020 at 6:00 PM
Successful retirement plans can impact families for generations. Learn how Social Security fits within retirement, strategies to help increase your retirement benefits, and more.
Tuesday, Oct 13, 2020 at 6:00 PM
Learn tips about choosing your Medicare coverage, how to navigate through the regulations, and ways to manage the cost of healthcare when planning your retirement income.
Tuesday, Oct 20, 2020 at 6:00 PM
Will Social Security and your 401(k) be enough for retirement? How can you use annuities to guarantee income for life? Learn this and more at this complimentary webinar.
Tuesday, Oct 27, 2020 at 6:00 PM
How can conservative investments help you face today’s economic risks? What are the different types of annuities? Learn how conservative investments can help get your financial plan on track.
Meet Jacob Hernandez
Jacob is a Registered Representative of CUNA Brokerage Services, Inc. a broker/dealer and a member of FINRA and SIPC. He is also a licensed insurance agent. Let him help you! Check the background of this investment professional on FINRA's BrokerCheck.
Request your complimentary consultation.
Complete the form below to get started, or call Jacob at 630-718-8333.
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The DuPage Financial Advisors 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. DuPage Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
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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.
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This webinar is not investment advice and is for educational purposes only. If you need advice regarding your financial goals and investment needs, contact a financial advisor. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers.
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