GLCU's Financial Advisory Center
Executive financial planning is designed to help you navigate the uncertainty in life while giving you financial clarity about your future. A sound financial plan from GLCU's Financial Advisory Center will help you achieve the following:
- Accumulate money efficiently
- Generate maximum income
- Protect assets
- Transfer money to loved ones
Jeff Beck provides investment consulting and advisory services to individuals and families throughout Lake and McHenry Counties.
Jeff carries a Bachelor’s in Finance from Lake Forest College and has the qualifications of an Insurance Licensed professional, with expertise in Life, Accident, and Health insurance.
Click here to learn more about Jeff or to set up a FREE no-obligation appointment, call (847) 680-9050 ext 239 or email jbeck at moneyconcepts dot com
Jordan has an open and friendly demeanor which people naturally gravitate to. He is an enterprising advisor who will listen intently to your needs and help deliver the plan best suited to help you reach your financial goals.
- Jordan’s background in banking will help you navigate complex strategies and give you a fresh, new approach to understanding them.
- His inspiration comes from his meeting and interaction with you.
- Jordan’s perceptive edge gives him keen follow through and makes him an inventive problem solver.
Click here to learn more about Jordan or to set up a FREE no-obligation appointment, call (847) 680-9050 ext 228 or email jbradford at moneyconcepts dot com
Jennifer is a Financial Advisor and Certified Divorce Financial Analyst® with The Tranel Financial Group. Jennifer has been in the financial industry since 2002 and has a passion for helping clients uncover and achieve their financial goals. Jennifer also is committed to help bring clarity to clients that are in complex life transitions like divorce.
Click here to learn more about Jennifer or to set up a FREE no-obligation appointment, call (847) 680-9050 ext 238 or email jmerida at moneyconcepts dot com
Not an Employee of GLCU. All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Money Concepts Advisory Services is a Registered Investment Advisor with the SEC. Money Concepts is not affiliated with Great Lakes Credit Union. OSJ: 1509 N. Milwaukee Ave., Libertyville, IL 60048.