As an additional service to our members, FCCU offers the FCCU Financial Advisors program through CUNA Brokerage Services, Inc. (CBSI)*. CBSI is a broker/dealer focused on serving credit union members and is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Your journey toward retirement may be a few years away or a few decades away, either way it's never too early to start planning. Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, FCCU Financial Advisors Financial Professional, Tom Lynch, can help you reach your financial goals.
Contact Tom today to schedule a no-cost, no-obligation consultation to discuss your individual needs.
Tom can help you with:
- Money Management
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Funding
Check the background on these investment professionals on FINRA’s BrokerCheck.
Register for an upcoming webinar
Women and Investing: Steering toward retirement
July 28, 2020 at 6pm Reserve your virtual seat
The virtual seminar will focus on taking control of your future through investing. You'll also learn about:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financil products like mutual funds and annuities
Three Transitions to Retirement: It's about more than just the money
September 29, 2020 at 6pm Reserve your virtual seat
During this session, you'll learn:
- How to confidently address the financial, lifestyle and emtional transitions to retirement
- How to gaurd against risks and manage those that are inevitable
- Whether you are ready for retirement
- Brokerage Account Login
- Money Management Folio Investing
- Financial Calculators — How much retirement income will you need?
*FCCU Financial Advisors Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. The FCCU Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
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