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Financial Management Services

Have you been thinking about working with a financial planner but aren’t sure where to start or who to contact? Have you shied away from making that first important call because you think you have too much debt, too few investments or too much time before retirement?

It doesn’t matter what’s been holding you back. We are ready to help you move forward! BCU is proud to partner with John McInnes, Retirement Planning, Insurance and Savings Specialist with FMS Financial Services located at Brokaw Credit Union. John is committed to serving Brokaw Credit Union members with friendly, personal service and a free, no-obligation consultation so you can have all of the facts to make the best financial decision for you and your family.

John is ready to work with you to

  • Make saving and investing simple and understandable
  • Show you the advantages of an IRA or 401(k) rollover
  • Help you plan for retirement, investing, education, legacy, income and asset protection

Set up an appointment with John by calling 920-422-2724 or by calling a BCU branch!

 

 

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity.

Member FINRA & SIPC

Non-Bank/Credit Union products and securities are not insured by the FDIC/NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Brokaw Credit Union or FMS Financial Services. Investments are subject to investment risk, including possible loss of principal amount invested.