DuTrac Financial Group
Plan your future with purpose.
Retirement planning, insurance options, and investment choices can feel overwhelming. That’s when it helps to work with a professional.
Our team of experienced financial professionals can create a plan to help you pursue your financial goals through a variety of options:
- 401(k) assistance**
- Pension assistance**
- Traditional IRAs
- Roth IRAs
- Simple IRAs
- SEP IRAs
- Fixed Annuities
- Index Annuities
- Variable Annuities
- Disability Insurance
- Mutual Funds
- Stocks/Bonds
- Long-Term Care Insurance
- Life Insurance
Ready to get started? Or just want to learn more?
Our Investor Connection is filled with information, answers to common questions, planning calculators, and more. To open a new account, contact any of our team members. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Matthew Stewart
LPL Financial Advisor
(563) 557-5002
Matthew’s bio
Email Matthew
*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. DuTrac Community Credit Union and DuTrac Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DuTrac Financial Group, and may also be employees of DuTrac Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuTrac Community Credit Union or DuTrac Financial Group. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
Chartered Retirement Planning Counselor(SM) and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
CRPC® conferred by College for Financial Planning.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.