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Welcome to WCCU Investment Consultants – a complimentary service for WCCU Members.

	Jim Maginnis is an independent financial advisor, and investment adviser representative of Commonwealth Financial Network.  Jim provides WCCU members and businesses with focused, comprehensive financial guidance on investment, retirement and estate planning.  Jim specializes in both personal and corporate retirement plans.*
Who Should See Jim? Whether we’re 25 or 85 or somewhere in between – each of us can benefit from WCCU Investment Consultants.  Jim can help us plan for the important events in our lives: Newly married couples – combining assets, debts, setting financial goals Caring for aging parents – having the proper documents in place Parents of young children – saving for college and preparing for the unexpected – what happens if something happens to you? Members over 50 – preparing for retirement, how much will you need? Retirees – Do you have enough money?  What about long term health care?  Is there a better pay to protect your assets?

Financial Services:

• Retirement Planning
• Income for Life
• Income Tax and Tax Planning
• Estate Planning and Inheritance
• Funeral Trusts
• Educational Funding
• Charitable Giving
• Qualified Plan Services
• Asset Protection 

Contact Jim Maginnis today for your complimentary consulting service by calling any of our WCCU offices and just ask for Jim at extension #1689.

*Jim Maginnis, of WCCU Investment Consultants, offers Securities and Advisory Services through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  Non deposit investment products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by Westby Co-op Credit Union.  Westby Co-op Credit Union and Commonwealth Financial Network are separate entities.  This communication is strictly intended for individuals residing in the states of Arizona, California, Illinois, Indiana, Minnesota and Wisconsin. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

• Westby Office:  501 North Main, Westby, WI  54667  Ph:  608.634.3118
• Viroqua Office:  1302 North Main, Viroqua, WI  54665 Ph: 608.637.6200
• Cashton Office:  105 Randy Road, Cashton, WI  54619  Ph: 608.654.7580
• Richland Center Office:  2403 Hwy 14 East, Richland Center, WI  53581  Ph:  608.647.8835

• Reedsburg Office:  820 Viking Drive, Reedsburg, WI  53959  Ph:  608.768.9228