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Fraudulent Text Message Alert

Please be aware that fraudulent text messages are being sent by an unknown entity portraying themselves as HHCU. This scam seeks to verify a charge, and prompts the recipient to click a link to decline or cancel. Upon clicking the link, recipients are asked for their confidential login credentials.

To report this scam, verify the legitimacy of a text message alert, or if you have provided your confidential card or banking credentials to a fraudulent entity, please contact our Hoosier Hills Contact Center experts at 800.865.2612 or 812.279.6644, email us at info@hoosierhills.com, or notify your local Service Center.

Investments

Grow your wealth, secure your future, and invest with purpose.

The Hoosier Hills Investments program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

There are opportunities in every moment of life and we are here to help you make the most of them. When you’re making important financial decisions which impact your future, you want solid, objective advice from someone who knows and understands your goals, timeline, and available resources. The Hoosier Hills Investments Team has the experience to help you succeed.

 

Investments

Your questions will vary according to your moment in life.

Is your retirement money invested properly? Will you have enough income in retirement? What should you do with an existing retirement plan from a previous employer? How will you pay for a child’s or grandchild’s education? Financially, what would happen to your family if you died? How will you pay for long term care?

Contact us. Bring your questions. We’ll help you build a plan.

  • 401k Rollovers
  • Annuities/Fixed Interest Investments
  • 529 Educational Plans
  • Brokerage Accounts
  • Traditional/Roth IRAs
  • Portfolio and Wealth Management
  • Retirement Planning

 

 

 

Changing jobs or retiring? 

Don’t leave your retirement plan investment up in the air.

If you’re changing jobs or retiring, you’re in the midst of an enormous change. You should seriously be considering what to do with your money in your employer’s pension plan, 401(k), 403(b)/TSA or 457 plan. After all, it’s probably one of your biggest assets. The wrong move could cost you thousands and greatly affect the quality of your retirement years.

Generally, these are four options for your retirement plan:

  • Leave it in your former employer plan.
  • Transfer it to your new employer plan.
  • Roll it over to a traditional IRA.
  • Cash out and pay taxes and possibly penalties.

 

Meet Our Team

Jay Anderson

About Jay Anderson

Hoosier Hills Investments President Jay Anderson has more than 20 years’ experience working in investments. He is a Registered Representative of LPL Financial Services, a member of FINRA/SIPC, and a licensed Insurance Agent.

to jay.anderson@lpl.com | 800.865.2612 ext. 132

View background of this investment professional on FINRA’s Brockercheck:

Visit Brokercheck

Melissa Day

About Melissa Day

Executive Administrative Assistant Melissa Day brings more than 35 years of experience in Credit Union Services to Hoosier Hills Investments.

melissa.day@lpl.com | 800.865.2612 ext.142

 

Partner with experts who make your financial future a priority.

Start building the future you’ve been planning for — today.

CONTACT US

 

Disclosures

​*Insurance products are offered through LPL or its licensed affiliates. Program consultation and support services are offered to credit unions and registered representatives of LPL through CUNA Mutual Group (CMG), the marketing name for CUNA Mutual Holding Company, its affiliates and subsidiaries, and is not affiliated with LPL. CMG does not provide advisory or brokerage services to retail clients. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, are not credit-union guaranteed, are not credit union deposits or obligations, and may lose value.

**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Program consultation and support services are offered to credit unions and registered representatives of LPL through CUNA Mutual Group (CMG), the marketing name for CUNA Mutual Holding Company, its affiliates and subsidiaries, and is not affiliated with LPL. CMG does not provide advisory or brokerage services to retail clients. Securities and insurance offered through LPL or its affiliates are not insured by NCUA or any other government agency, are not credit-union guaranteed, are not credit union deposits or obligations, and may lose value.