As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the state of California plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals.
My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time.
Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. As a fraternal benefit society, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide.
