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Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar, we’ll explore the following retirement* topics:
This seminar supports the financial health pillar of planning.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.
Financial Center Manager
Mortgage Loan Officer
Jonathan Sheets, CFP®
Sr. Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
—If there’s a story to be told, Jonathan is the one to tell it.
Check the background of this investment professional on FINRA’s BrokerCheck.
Jonathan is a natural communicator. As a lifelong author and screenwriting enthusiast, Jonathan knows what it takes to tell a great story. The narrative might begin as one big mess, but by the end everything comes together nicely. In a way, wealth management follows the same path. Clients may not know where they stand when they first step into his office, but Jonathan helps to frame the narrative, create a plan, and bring it all together in the end.
He is a CERTIFIED FINANCIAL PLANNER™ professional and a 23 year industry veteran who joined us a little over five years ago from a competing firm. He focuses on holistic, all-encompassing planning that covers everything from basic cash flow to complex investment and estate planning strategies.
“Everything is interconnected. I can’t adjust one thing without it affecting another, so I take into account the whole picture and plan with my client’s end goal in mind. It just works out for the best that way.”
Jonathan is a University of Richmond graduate, a devoted father of two wonderful children named Jakob and Kate, and is married to his sweetheart, Kristen. When he’s not in the office, he likes to read, write, and stay active.
What is your favorite holiday? “Halloween.”
If you could meet anyone, living or dead, who would it be? “John Sayles — He’s an independent writer/director in Hollywood and I’ve always been a big fan.”
What is the one food you would never give up?
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.