DuTrac Financial Group
DuTrac Community Credit Union offers members and businesses personalized retirement, insurance and investment services through a partnership with DuTrac Financial Group.
When you’re making important financial decisions about your future, you want sound, objective advice from someone who knows you well.
DuTrac Financial Group, a full-service financial advisory program, can help you create a plan to achieve the financial goals for you and your family by specializing in:
- Mutual Funds
- IRAs
- Stocks/Bonds
- Annuities
- Long-Term Care Insurance
- Life Insurance
DuTrac Finanial Group’s Process
Working together, we’ll create a roadmap for achieving your goals based on sound investment and protection principles. We’ll build this roadmap in four steps:
1- Gather information
We’ll listen carefully and conscientiously to your financial goals and concerns.
2- Analyze and recommend
We’ll study your information, research and evaluate your alternatives, and then share our recommendations with you.
3- Implement
We’ll provide you with information on financial products and services that will help you reach your goals. You’ll feel confident about your plan of action.
4- Monitor and review
People, personal circumstances and the economy all change. It’s important to be prepared.
We’ll be an active, committed partner in making sure your plan continues to help you reach your financial goals over time.
Whatever your need, large or small, the DuTrac Financial Group program is here to help you with a variety of insurance and investment needs. You can count on DuTrac Financial Group to work for your needs. Please contact a DuTrac Financial Group representative by phone at (563) 557.5002 or by e-mail for more information and to speak with someone you can trust.
DuTrac Financial Group representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance is sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.
