Jon Dannecker | Modern Woodmen Financial Representative

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

Jon Dannecker

FICF, LUTCF, FSCP®, ChFC®, CFP®

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 Jon Dannecker
At work

At work

At work

Why I do what I do

Why I do what I do

I feel truly blessed to make a living by helping others and the communities around me. Every day, I work with people to overcome financial challenges and build a more secure future. I also support my community through our fraternal programs and activities, making my work deeply rewarding!

I serve members in…

southeastern Wisconsin. I also serve members throughout the state and in other parts of the country!

I enjoy working with…

families, business owners, nurses and individuals preparing for or already in retirement. I also love helping with employee benefits.

I attended…

Martin Luther College in New Ulm, Minnesota (the most German city in America). I also earned a Certified Financial Planner certification from Waukesha County Technical College.

I am very proud of…

helping members build strategic financial plans that protect their current needs while setting them up for the future!

The best part of my career is…

helping families on their financial journey and volunteering in the community!

A favorite moment in my career was when…

I obtained my CFP designation.

Also…

I am a huge fan of the Milwaukee Bucks! You’ll find me at most games.

“My personal motto is just be honest and open.”
At home

At home

At home

My life outside of work

My personal motto is…

Be honest and open. Honesty is the best policy!

My hidden talent is…

I am an oil painter, and I've had several pieces of art sold around town.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

almost all of my life!

I’m a member of…

St. Paul's Lutheran Church in Cudahy, the Optimist Club, NAIFA SE Wisconsin and NAFIC.

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!

My favorite memory from a fraternal event is…

raising $10,000 for Levi, a local child who needed a wheelchair lift!

Current insights

Current insights

00:00 / 00:00

We are taking the gold... no questions asked! 🥇💛 What event are you most excited to watch??

I was reminded why saving without living isn’t really saving at all…. For years, I’ve been saving gift cards for the right time. Finally, I decided to use them. When I went up to the counter to pay, they told me “My gift card was too old. They couldn’t scan it with their system.” All those years of saving… for what? To get told my gift card is too old. And guess what? I have STACKS of gift cards back at home that are probably too old. To be honest, I can’t tell you why I decided to hoard them. Maybe because I wanted to save it for something cooler. (that would never come) Maybe it was because I didn’t want to go out of my way after work…. However, this situation reminded me of a conversation I recently had with one of my clients. They expressed wanting to go on vacation but didn’t have the money. That confused me. I was looking at their accounts… They had plenty of money in their retirement accounts and savings. What made them come to this conclusion? They feared the what if… What if we pass and there’s not enough money to pay for the funeral? What if we need that money for repairs? Yes, it’s important to have funds locked away for emergencies. However, they didn’t need to worry about that. If that were to happen, they’d be good to go! AND still have enough left over to take that trip. I encouraged them to take the trip... what else would you use the money on? And guess what? They did. The memories they have from that trip? Priceless. Yes, it’s important to save. But, it’s also important to live life!! 📌 What’s your dream vacation destination? --------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Saving

Life insurance isn’t for you. It’s for your loved ones who depend on you. Think about it this way, what would your family do if you were gone? 📌 Can they pay all the bills without you? 📌 Afford a funeral? 📌 Would they be able to afford the home? Not sure? Life insurance is that security blanket for your loved ones. It allows your family: 📌 Time to grieve 📌 Protecting your families future 📌 Helps pay the upcoming expenses (medical, funeral, etc) 📌 Leaves a lasting legacy No tomorrow is promised. Life insurance protects the ones you love. ------------------ Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #LifeInsurance

I’ve seen one common misconception happen over and over again…. Pushing off our goals. "I'll start reviewing my finances next month!" It’s like a diet. Eat all the junk food you can now. Because it will be gone starting Feb 1st. Why? For most, they are nervous to face their fears. Finances are a delicate subject for many. However, I’ve seen firsthand the relief clients feel after starting. Weight? Lifted. Stress? Gone. Leaving with a plan on how to start on your financial journey! The hardest part is starting. Don’t wait to start working on your finances. Trust me, it’s not that scary! 📌 Have you pushed off starting something? I used to push off working out! ---------------------- Hi, I'm Jon Dannecker! For over 15 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #PersonalFinance #Finance #Growth

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.

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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.

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