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Financial Strategies' Logo Around the corner. Around when you need us.

It’s never been easier to take advantage of the personalized investment services made available by NuMark Credit Union!

Meet our Financial Advisor, Jim Benages

jim-benages

Jim is not your typical Wealth Advisor. Jim’s clients know he has their best interest at heart and that every question they ask will receive an honest, straightforward answer. Having been in the financial services industry since 1994, it was the financial crisis of 2008 that propelled Jim to be a Wealth Advisor in 2010. Seeing how advisors helped clients navigate through the volatility of the market at that time spoke to Jim’s always upbeat outlook. To Jim, showing clients the possibilities of achieving their dream of retirement is exceptionally gratifying. Whether Jim’s client is a recent college graduate or just about to retire, he enjoys meeting and exceeding their expectations with a financial plan as their roadmap to success.
When Jim is not guiding clients to their financial goals, you might find him at his weekly Rotary meeting. He has passionately been involved with the Rotary Club of Lake in the Hills for a few years and currently serves as assistant district governor. Jim is also actively involved in the McHenry Chamber of Commerce where he serves as an ambassador. His involvement in youth hockey for the last ten years has come to an end with his son Jimmy’s graduation from Crystal Lake South High School. Jimmy started at Belmont University in Nashville so Jim is making Nashville a favorite place to visit.
Originally from Elmwood Park, Jim moved out to McHenry County in 1994 with his wife Denise. Denise owns HR Midwest so they both stay pretty busy. Jim and Denise enjoy spending time together exploring new restaurants and if weather permits finding a patio with a view to enjoy a cocktail. They also have a French Bulldog named Hattie with a personality that never stops cracking them up.

951 E. Lincoln Hwy
New Lenox, IL 60451

Email Jim to schedule an Appointment:
jim.benages@lpl.com

Check the background of this investment professional on FINRA’s BrokerCheck

951 E. Lincoln Hwy. New Lenox, IL 60451 | 815-744-6830 | jim.benages@lpl.com
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products sold through LPL Financial or its licensed affiliates.
[• Not FDIC insured • Not Bank Guaranteed • May Lose Value • Not Insured by any Federal Government Agency • Not a Bank Deposit.]

Planning your financial future? Take your first step here.
• Is your financial portfolio on track to meet your goals?
• Are you confident you’re investing properly to meet your retirement needs?
• Are you sure you’re setting enough aside for your child’s college education?
• Have you considered the possible tax implications of your current investments?

If you’re uncertain about the answer to any of these questions, it may be time for a financial check-up.

Through NuMark Financial Strategies, you have access to a full menu of planning and
investment services including mutual funds, annuities, 529 college savings plans, stocks, bonds,
Roth and Traditional IRA’s as well as life, disability and long‐term care insurance. Whether your
needs are personal or business‐related, you have access to comprehensive financial planning at
NuMark Credit Union.