James M Wasmundt | Modern Woodmen Financial Representative

James M Wasmundt

FIC

James M Wasmundt

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 James M Wasmundt
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I serve members in…

northwest Indiana and the Chicagoland area.

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

life insurance, annuities and mutual funds.

I enjoy working with…

individuals, families, people approaching retirement, business owners and nonprofits.

I attended…

Olivet Nazarene University, where I earned a bachelor's degree in music education, and Indiana Wesleyan University, where I earned a master's degree in educational leadership.

Before Modern Woodmen, I…

taught middle school and high school band for 20 years.

I chose Modern Woodmen because…

I believe in how the organization supports members to reach their financial goals and the way it allows me to give back to my community.

The best part of my career is…

helping my members. Whether planning for retirement or protecting their families with life insurance, I feel good knowing I make a positive impact on their lives.

“I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Nicole; daughter, Addilyn; and son, Nolan.

In my free time, you can find me…

cheering on my kids at their fine arts performances, marching band, and karate. Also, spending time outdoors in the summer, serving at my church, or enjoying a cup of coffee with family and friends.

I’m passionate about…

my family and friends, and serving others. I also love serving on short-term mission teams here and abroad!

My greatest blessing is…

my family, health, and the opportunity to help others on their financial journeys.

My personal motto is…

"You can go anywhere and do anything if you don't care who receives the credit."

My hidden talent is…

I can play just about any musical instrument.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for the past 10 years.

What I like best about my community is…

the amazing people and the small-town feeling. You are only a stranger if you choose to be.

My favorite volunteer activities are…

hands-on activities where I can see the results of my hard work. I also enjoy activities that help children and allow me to bring along my own children to teach the importance of giving back to others.

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

volunteering alongside other Modern Woodmen members.

Current insights

Current insights

A baby’s arrival should be filled with joy, but sometimes uncertainty follows. As a Modern Woodmen member, you may have access to our Newborn Life Insurance Benefit. It’s designed to give families: · Financial support in tough moments. · A path to lifelong protection for your child. Every parent deserves peace of mind. If you’re expecting or you just welcomed a baby, let’s talk. https://www.modernwoodmen.org/my-membership/member-benefits/newborn-benefit/?utm_source=hearsay_site&utm_medium=1096546&utm_campaign=3282180

Why wait? The present is always the best time to start your financial plan! Let's get started today! 219-356-3010 or https://calendly.com/james-m-wasmundt

When you hear the word "wealth" what comes to mind? For some, it's financial security. For others, it's time with family. For many, it's having choices. Let us know in the comments what wealth means to you?

Budgeting gets a bad reputation because people think it's about restrictions. They hear: ❌ "You can't buy that." ❌ "You need to cut back." ❌ "Stop spending money." But a budget isn't about telling you what you can't do. A budget says: ✅ "I know exactly what I can spend." ✅ "I can enjoy my money without guilt." ✅ "I'm making progress toward my goals." A budget doesn't take away freedom—it creates it. When you have a plan for your money, you don't have to wonder if today's purchase will become tomorrow's problem. A budget isn't financial restriction. It's financial direction.💡 #ModernWoodmenofAmerica #FinancialFreedom #PersonalFinance #Budgeting #MoneyManagement #FinancialPlanning

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…

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