Investments

Investments

Planning your financial future: thinking about tomorrow, today.

Your unique investment plan

Whether you are saving for college, working toward retirement or building a legacy for you and your family, Fox Communities Credit Union Investment Services Financial Consultant, Jeff Rufe, can work with you to develop an investment plan aligned with your needs and goals.

At Fox Communities Credit Union, our goal is to make a difference – for you, your family and your future.

Integrated strategies

Jeff Rufe can help you sift through the many options available to create a unique investment strategy.  With access to a wide range of financial products and services, Jeff will work with you to build a diversified portfolio of well-managed investments to optimize potential returns and minimize risk.

Jeff has the expertise to assist you with the following products and services:

Breadth and depth of products:

  • Mutual funds
  • Fixed and variable annuities
  • Insurance
  • Stocks & bonds

Essential financial services:

  • Retirement planning
    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.
  • Asset allocation
  • College savings
  • Estate planning

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In addition to the above listed services, Jeff also provides: 

  • 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

Who is Jeff Rufe? JeffRufe_current2014

  • Born in Milwaukee, raised in the Fox Valley
  • Hobbies include: Golf, music, guitar, fishing, camping, and traveling with his family
  • Jeff has 30 years investment experience serving Northeast Wisconsin
  • He also has Series 63 & Series 7 Securities License
  • Life insurance Licensed
  • Graduated from UW Madison, BBA and College of Financial Planning – Denver, CO.

 Contact me

 

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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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You are about to leave Fox Communities Credit Union's website. Any external site listed here is not under the control of Fox Communities Credit Union. Thank you for visiting. Please return when you need information about Fox Communities CU's products and services.

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