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The Team Members of Union Financial, Inc. know planning for retirement can be a challenge. We have a dedicated team that is set up to assist union brothers and sisters in planning for their retirement and the unexpected along the way. Union Financial is organized under IBEW Local 965* and we have an intimate knowledge of the benefits that are provided through your locals. We take pride in making sure everything is done right the first time. By working with the companies of the Principal Financial Group®, we are able to help union members find a financial strategy that fits their needs and budget. We work dilligently to make sure all clients, no matter their needs, are taken care of in an honest and professional manner.
* The IBEW Local 965 is not an affiliate of any member of the Principal Financial Group® (The Principal®) and The Principal does not recommend or sponsor any individual internal/outside organization. IBEW Local 965 members assume responsibility for their financial decisions. |
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A balance sheet summarizes your assets and liabilities and reveals your net worth. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. Determine whether you should consider refinancing your mortgage. |
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W137 N5557 Williams Place Phone: (888) 928-6466 - WI, MO
Dan Buehrle
(877) 805-0132 - MI, IN
Mark Ohlmann
(414) 510-5128 - IL, IN
Ben Trevino
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The Financial Professionals of Union Financial, Inc. are licensed in a number of states (see individual associate webpages) to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities registered in a number of states (see individual associate webpages).
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: The Financial Professionals of Union Financial, Inc. may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Union Financial, Inc. that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.
Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc., and/or other fine carriers. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network, and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Union Financial, Inc. and Bridge VEBA, Inc. are not affiliates of any company of the Principal Financial Group®.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number is 71161.