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The Achieve Financial Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Check the background of this investment professional on FINRA© BrokerCheck.
 

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David Dufour
Financial Advisor
Email David
(860) 828-2790 Ext. 8945

Meet our Financial Advisor, David Dufour

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way.

Periodically we'll review your situation and adjust as needed. It just makes sense, as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

As a financial professional located at Achieve Financial Credit Union, I have a strong history of working with credit union members, their family, and their friends. I also have access to a wide variety of investment and insurance products.

I have over 29 years of financial services industry experience, and am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company. I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation or visit our CUNA Brokerage Page to learn more about our investment and retirement services.

A Little More About David:

Education:

Bachelor of Economics, Eastern Connecticut State University

Personal:

David and his wife, Tammy, have two sons. He enjoys golfing, skiing, and fishing.

Professional Services:

  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning

Complimentary Virtual Financial Education Workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • What are the rules of the road for receiving Social Security?
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How can you use annuities to guarantee income for life?
  • How does behavioral finance affect investment decision-making?

UPCOMING WORKSHOPS

Income for Life September 15th 6PM EST 

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Here’s an opportunity to attend a valuable virtual seminar on this important topic, at no cost and no obligation:
Income for Life: Guaranteeing retirement income to last a lifetime
Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Register

How to Weather a Bear Market September 22nd 6PM EST 

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Register

Rollover Planning September 29th 6PM EST 

Often-times when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.
In this session you will learn the answers to questions, including:

  • Pros and Cons to leaving your money in the company plan
  • Possible taxes or penalties we may face when moving money
  • Options for moving it your new company plan
  • Rolling it over to a personal IRA

Register

 

*Achieve Financial Advisors Retirement & Investment Service Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. 
FM, RP-3424886.1-0121-0223