We help members answer their most important financial questions and develop a plan to pursue their goals. In a consultation, our goal is to spend time with you to really understand your objectives and provide you with the information you will need to make sound financial decisions.
There is no cost or fee for a consultation and you are under no obligation to work with us in the future or purchase any product. We have no minimum account requirements and we are happy to meet with you at any of our convenient credit union branch locations. Additionally, we provide an ongoing service through regularly scheduled meetings to monitor your investments and review any changes which may affect your financial progress. This approach allows us to build a trusting relationship with our clients over time.
Do you need a Financial Plan?
Will you have enough to retire?
Should you consolidate your 401(k)and IRA plans?
Could you manage your investments better?
What would happen to your family’s finances if you died?
Do you need a will or trust?
How would you pay for long-term care?
Retirement and Investment Planning
Insurance and Estate Reviews
Social Security Benefit Analysis
401(k) Plan Rollovers
Roth IRA’s and Traditional IRA’s
Stocks and Bonds
Long-term Care Insurance
firstname.lastname@example.org | 505-768-7155