Learn About Eric Judy of Judy Financial Group, Inc. скачать в хорошем качестве

Learn About Eric Judy of Judy Financial Group, Inc.

As a financial advisor Eric is passionate about sharing his knowledge with clients. He is a lifelong learner with a demonstrated focus on enhancing his understanding and knowledge concerning all aspects of financial planning. By researching the latest strategies and exploring a multitude of products and their applications Eric is able to guide clients through the complicated maze of saving, investing, and spending. Eric has clients in all aspects of life although he has developed a specialty in the area of retirement planning. While many advisors focus on assisting clients with the accumulation of assets Eric focuses his efforts on insuring that his clients are able to maintain a comfortable lifestyle in retirement by guiding them in the transition from savings to spending. As an Investment Advisor Representative and Insurance Broker he strives to offer a balanced approach to retirement in meeting his clients financial goals. Eric believes in portfolio diversification focusing on a balance of growth, income, and safety. Stocks and bonds have a place in most clients’ portfolios depending on the client’s risk aversion – although, he prefers protecting his clients foundational income needs through the use of a more guaranteed income option, such as annuities, pensions and Social Security. His annuity product knowledge has made him a resource for people nationwide. He is a frequent commentator for Annuity Guys, Ltd. on their annuity video blog offering his insights and expertise into all things “annuity”.** Eric has been employed in the financial services area since 2003. He began his financial services career as a credit union manager before deciding to start his own financial advising practice in 2009. Eric has a bachelor’s degree from Illinois State University and a master’s degree from the University of Illinois – Springfield. He is a graduate of the University of Wisconsin’s credit union management program. In 2016, Eric completed his Retirement Income Certified Professional coursework from the American College of Financial Planning and now holds a designation of RICP®. Family PhotoEric and his wife Anne, a former elementary school teacher and current Vice-President of Judy Financial Group, Inc., have three children Allie, Jason and Kathryn. They enjoy playing golf when the weather is conducive – and when the leaves start to change color they turn their attentions northward as passionate fans of the Chicago Bears where they are season ticket holders. Within the Springfield and Rochester communities the family actively participates in various actives. The family has been very involved in their church’s activities and programs. Eric spends a large portion of his time outside of the office participating in activities of the local Elks lodge where he served as Exalted Ruler in 2013-14.