JJ McCormick | Modern Woodmen Financial Representative

JJ McCormick

FIC

JJ McCormick

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact JJ McCormick
At work

At work

At work
“Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Laura; daughter, Ruth; and sons, Henry and Matthew.

In my free time, you can find me…

at church, traveling, or on the sideline of an Upward soccer game.

I’m passionate about…

my family and our church!

My greatest blessing is…

my family and career.

My personal motto is…

manage money as if it's God's money.

My hidden talent is…

public speaking. I love to teach and speak about different topics.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for the last 10 years.

What I like best about my community is…

it’s one of the biggest small towns in the world.

I’m a member of…

Cross Point Church of Christ, the Florence Exchange Club, Shoals BNI, and the Franklin County Chamber of Commerce.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

the Orphan Support Benefit, and the Matching Fund projects.

Current insights

Current insights

WOAH! Tax Season is upon us! Hopefully this checklist can help you gather the right documents to hand over to your Accountant! Tax Prep Document Checklist: Basic Personal Info - Social Security Numbers (You + Dependents) - Last Year's tax return Income Documents - W-2 From Employers - 1099s (Freelance work, interest from investments, dividends, retirement distributions) - Income documents from rental properties or side gigs Deduction & Credit Documents - Mortgage Interest Doc (Form 1098) - Student Loan Interest - Childcare Expenses - Charitable Contributions - Medical Expenses (if itemizing) Other Financial Info - Health Savings Account Records - Investment Statements (capital gains/losses) - Retirement Contributions Pro tip: Organize these in a secure folder (digital or physical) - it makes filing faster, easier, and safer. If you put a $10 gift card to a local coffee shop - I'm betting it moves you to the front of the line with your accountant too! If you don't have someone in your corner to do taxes - reach out to me, I can point you to some local, reputable people who will be more than happy to assist you!

Did you know January is Financial Wellness Month? Well, as it's wrapping up, have you thought about revisiting your financial health? Not just your goals - but actually where you are, right now? Just some questions to ask: 1. Do you have an emergency fund? 2. What about your budget? Do you have one of those? If so, is it on track for January? 3. If these are "yes" ask yourself this - "What is one thing I can do this week to move the needle on my financial goals this year?" If it's something I can help you with, or maybe you don't even know where to start - I'd love to chat with you on that process!

Just like that perfect cup of coffee, your financial plan can have layers, flavors and ingredients tailored to your taste. · A dash of savings for security. · A shot of budgeting for control. · A sprinkle of insurance for protection. · And a swirl of goals for the future. When blended just right, it’s your recipe for success. Let's meet and start brewing your financial plan today!

00:00 / 00:00

Fraternal Recap 🤝✨ This past weekend, Modern Woodmen of America – Alabama partnered with Sleep in Heavenly Peace to build 30+ beds for children who would otherwise be sleeping on the floor! Our mission is simple: give back and make an impact. We’re honored to have joined forces with the Birmingham South chapter to change lives—sometimes for families we may never meet, but whose futures we’re proud to help brighten. Because no child deserves to sleep on the floor. 🛏️💙 #FraternalRecap #MakeAnImpact #ModernWoodmen #CommunityFirst #SleepInHeavenlyPeace

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings