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CUNA Brokerage Services
Jamie Letcher is a financial adviser with CUNA Brokerage Services Inc., located at Summit Credit Union in Madison, Wisconsin, serving as Vice President – Wealth Management, Summit Financial Advisors. Summit Credit Union is a $2.7 billion CU serving 163,000 members. Letcher helps members work toward achieving their financial goals and through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. He uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for age and risk tolerance.
First and foremost, Letcher considers himself an educator. "I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions," he says. "Then clients are able to make an informed decision, taking into account their concerns, yet progressing toward their goals."
To keep a lid on your tax liability, check where you are on the income tax bracket spectrum. If you're on the brink of bumping into a higher bracket, there are several ways to step back from the edge.
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