Abri Advisors

 

Helping you plan for things that matter most

 

Retirement – Education – Preparedness

Upcoming Webinars | Account Information | Calculators | Financial Strategies | LPL Account View

The Abri Advisors program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.

Whether you’re looking for guidance on a particular financial matter, or interested in putting together a comprehensive plan, Abri Advisors Financial Advisor, Jacob Hernandez. Jacob is here to help. Getting started is easy & there’s no cost or obligation to meet with him.

Request your complimentary financial review today!

What do I get during my financial review?

  • A private review of your current overall financial picture
  • A discussion about your personal goals for your financial future and tools on how to pursue them
  • A look at how taxes, Social Security, pension, and more will affect you both in the present and the future
  • An open and inclusive environment for you to participate and ask questions

Email Jacob or call (815) 409-4861  

Below is a brief overview of services offered:

Retirement Services

  • IRA & Pension rollover services
  • Retirement Income Planning
  • Retirement Account Planning

Financial Management

  • Setting goals
  • Creating a savings & investment plan
  • Seeking to protect your financial security
  • Building your net worth potential
     

Education Planning & Funding

Wealth Management

  • Estate Conservation

Investments

Annuities

  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities

Insurance

Partner with a Professional in Planning Your Financial Future

 

Jacob Hernandez

Financial Advisor
Check the background of this investment professional on FINRA's BrokerCheck

Jacob is a Registered Representative of LPL Financial. He is also a licensed insurance agent. He is here to help you.
 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Abri Credit Union and AbriAdvisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AbriAdvisors, and may also be employees of Abri Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Abri Credit Union or AbriAdvisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any
Other Government Agency		 Not Credit Union
Guaranteed		 Not Credit Union Deposits
or Obligations		 May Lose Value

Abri Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Abri Credit Union for these referrals. This creates an incentive for Abri Credit Union to make these referrals, resulting in a conflict of interest. Abri Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.