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Be educated and informed with these case studies – with our compliments. Retelling the life stories of actual Deere employees came about because of FRA’s long-standing relationship with managers and employees throughout John Deere’s multiple locations in Waterloo.i

You’ll enjoy these two multi-page descriptions of what others have done, both good and not-so-good, along their financial journey. The author is Jay Bullerman, President of Financial Resource Advisors (FRA) of Waterloo. ii

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Case Statement #1

5 Keys to Financial Independence for this John Deere Employee

Have you ever wondered how Bob and Eileen got such a nice house, went on that great trip to the Far East with their whole family in tow, and seemed to always drive a nice SUV? Their neighbors may have thought, “John Deere must pay their engineers a fortune!”  (Average salary is actually around $84,000.iii) In fact, it wasn’t until the most recent years that Bob earned a salary over $100,000. Let’s open up the financial story of this Cedar Valley couple – including the numbers – and look inside. Read on for an intimate reveal of what they did and how you can make some of the very same decisions leading to financial independence.

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Case Statement #2

The Financial Journey of ‘Soon-to-be’ John Deere Empty Nesters

“Never wish away the now.” That’s how Carol and Marty take on each stage of their lives as a couple, through the many challenges and chances life has brought. I’m Jay Bullerman, President of Financial Resource Advisors (FRA) of Waterloo. Our team’s experiences advising Carol and Marty revealed a lot of LIFE LESSONS that can be applied universally. I wanted to share these lessons with you so I noted them in ALL CAPS in this write-up.

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Securities & Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other entity. Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.

i John Deere has not sanctioned the development of the FRA Case Studies or the use of the John Deere Company name. Some have referred to FRA as ‘John Deere’s employee benefits experts,’ but that is not an official designation.

ii While client names and profiles have been changed to protect their identities, the decisions and actions outlined in the Case Studies are real and were executed by Jay Bullerman and the team at Financial Resource Advisors, Waterloo, IA. Any resemblance to the financial journeys of real people is purely coincidental. 

iii The typical John Deere Engineer salary is $83,979. Engineer salaries at John Deere can range from $67,499 - $96,160. This estimate is based upon 25 John Deere Engineer salary report(s) provided by employees or estimated based upon statistical methods. https://www.glassdoor.com/Salary/John-Deere-Engineer-Salaries-E195_D_KO11,19.htm 5/7/20


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