Jeremy J Rivard | Modern Woodmen Financial Representative

Jeremy J Rivard

FIC

Jeremy J Rivard

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 Jeremy J Rivard
At work

At work

At work

Why I do what I do

Why I do what I do

I chose this career because it’s all about helping others. I help my members plan for a secure financial future.

I serve members in…

the central and northeast regions of Wisconsin and the Upper Peninsula of Michigan.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

individuals, growing families, small-business owners, and those recently retired or retiring soon.

I attended…

the University of Wisconsin Oshkosh, where I attained a Bachelor of Business Administration in finance.

I chose Modern Woodmen because…

we are fraternal, and we give back to the communities we live and work in.

The best part of my career is…

being in a position to help families solve their short- and long-term needs, whether through planning for retirement or protecting against the death of a loved one with life insurance. It is all about making a positive impact with our members and the community.

“I serve members in the central and northeast regions of Wisconsin and the Upper Peninsula of Michigan.”
At home

At home

At home

My life outside of work

My family includes…

my mother and father, Jennifer and William, an older brother, Nick, an older sister, Katelyn, my two triplet brothers, Jason and Jared, and finally my girlfriend, Lexi.

My greatest blessing is…

my family. I would not be where I am today without the support of my parents and the competitive drive that came with being a triplet.

My personal motto is…

to accept yesterday, embrace today, and plan tomorrow. "You can't start the next chapter of your life if you keep re-reading the last one."

Also…

I enjoy traveling to new places, whether it's locally in Wisconsin or to some place new in a different state (particularly Florida).

Community impact

In the community

In the community

My local community impact

I have lived in my community…

since I graduated in 2018 from Oshkosh. My hometown is Menominee, Michigan, where I spent most of my life. I look forward to many more years in Wisconsin!

What I like best about my community is…

the new people I have come to know. People in the Fox Cities truly care about one another and give back to the community, which makes it great.

I’m a member of…

the Fox Cities, Greater Green Bay, Heart of the Valley and the Fox West Chambers of Commerce, through Modern Woodmen.

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

enjoying social and educational opportunities with my local Modern Woodmen chapter.

Current insights

Current insights

Spring isn’t just for cleaning closets – it’s the perfect time to tidy up your financial wellness, too. Just like clutter around the house can weigh you down, financial stress can do the same, and it doesn’t just impact you. It can affect your family’s overall health, emotional well‑being and even relationships. With a little organization and the right tools, you can lighten that load and help create a healthier, happier home. Ready to start your financial spring refresh? Let's talk. https://www.modernwoodmen.org/resource-hub/financial-wellness/financial-stress-family-health/?utm_source=hearsay_site&utm_medium=743797&utm_campaign=3189725

Starting early can mean lower costs and added peace of mind – especially if others rely on you financially.

A thriving retirement takes the same care as a well‑tended garden. Here are a few simple ways to help your savings bloom. · Plant early: Even small contributions grow with time. · Fertilize regularly: Increase your contributions a little each year. · Pull the weeds: Reduce unnecessary expenses and redirect that money into savings. Meet with me to get started. Your future self will thank you for the harvest.

It’s Financial Literacy Month, so here’s a super simple question for you – what’s one money move you want to make this month? Pick one: 1. Save a little more. 2. Review my budget. 3. Cut one unnecessary expense. 4. Learn something new about finances. Drop the number in the comments!

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.

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