Empty Nest? It's the Best!
No more diapers, school supplies, or kids' clothes to pay for. It's finally your turn to spend your own money! Whether retirement is a few years away or a few decades away, it's never too early to start making a plan!
The FCCU Money Management Services 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.
There are many important financial decisions that must be made throughout your life, so we have made Money Management Services located at FCCU to help with all of your financial needs.
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, Financial Adivsors, Leora King, and Brennan Scheel can help you reach your financial goals.
Work With Someone You Can Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Whether your goals are large or small, contact Leora or Brennan today to schedule a no-cost, no-obligation consultation to discuss your individual needs.
Want a chance to win $250 to help you with your goals? All you have to do is meet with one of our Financial Advisors between March 1st and April 30th!***
Leora and Brennan 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.
- Brokerage Account Login
- Money Management Folio Investing
- Financial Calculators — How much retirement income will you need? Check out the retirement planning calculators on this page.
**FCCU Money Management Services Advisors are registered representatives of CUNA Brokerage Services, Inc.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.
***Must meet with FCCU Money Management Advisor between March 1 and April 30, 2019. Winner will be drawn at random on May 1, 2019. No purchase necessary. All prizes are provided by FCCU. FR-2444038.1-0319-0419
Page approval: FR-1937968.1-1117-1219