Online Banking

Financial Advisors

Daniel Turnmeyer and Troy Sheets, Financial Advisors with True North Financial Group, provide investment, annuity and insurance products and services. They’re available to help clarify financial goals and build a strategy to accomplish them.

Daniel Turnmeyer Troy Sheets
Daniel L. Turnmeyer CFS, MBA
(563) 505-8313
dlturnmeyer@financialguide.com
Troy Sheets
(309) 525-0249
tesheets@financialguide.com

Services offered:

Free Financial Resource Analysis/Resolutions

  • Evaluation of Life & Disability Income Insurance Needs
  • Analysis of Savings and Investments
  • Evaluation of Retirement Income Needs
  • Budgeting and Cash Flow Study

Retirement Planning

  • Individual Retirement Accounts (IRAs)
  • Fixed and Variable Annuities
  • Retirement Needs Analysis
  • Tailored Retirement Plans
  • Long Term Care Insurance

College Funding Products

  • College Costs Analysis
  • Analysis of Investment Alternatives
  • Insurance and Investments

Investment Products

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

Estate Analysis

  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving

Employee Benefit Products and Services

  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Institutionally-Priced Life Insurance for U.S. corporation, professional organizations and high-net worth individuals
  • Individual Disability Income Insurance for the Multi-Life Market

Licensing

Daniel L. Turnmeyer is licensed in the following states: IA, IL, and WI
Daniel L. Turnmeyer is registered to offer securities in the following states: CO, IA, IL, MN, MO, and WI

Troy Sheets is licensed in the following states: IA, IL, KY, and WI
Troy Sheets is registered to offer securities in the following states: IA, IL, IN, MO, SC, and WI

They cannot communicate with or respond to inquiries from individuals who reside in jurisdictions where they are not licensed to conduct insurance or securities business.



Disclosure:
Not a credit union deposit or obligation. Not guaranteed by any credit union. Not NCUA-insured. Not insured by any government agency. May go down in value.
 
 

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (WWW.sipc.org). Supervisory office: 5550 Wild Rose Lane., Ste. 100 West Des Moines, IA, 50266. (515) 223-6277. R.I.A. Federal Credit Union and True North Financial Group are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. CRN201604-181134.