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Investment Services

Investment Services

Investing in Your Future!

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A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every ten who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.

We specialize in helping our clients work toward their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. We can help you do the same, through an investment strategy designed to meet your needs.

In addition to retirement services, We also provide:

  • College planning – long-term planning to ensure you’re ready when your children are
  • Retirement planning – to design an investment strategy to help you work toward all of your retirement goals
  • Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review – to review your current holdings and help you make any necessary changes or adjustments
  • Estate planning – for preservation of wealth from generation to generation
  • Mutual funds

If you would like further information about retirement planning, or other areas of investing, please do not hesitate to contact us.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is not affiliated with Fox Communities Credit Union. Jeff Rufe is registered to discuss and transact securities business to residents of the following states: Wisconsin.

Mutual funds, annuities, and other investments: are not deposits; are not insured by the NCUA or any other regulatory agency; are not obligation of, or guaranteed by Fox Communities Credit Union or any other affiliated entity; are subject to investment risks, including possible loss of the principle amount invested.

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