Financial professionals go by many names: personal financial advisor, investment consultant, financial planner, financial coach…you can probably come up with at least a few more. Their varying backgrounds and credentials come with different designations and titles. And there are at least as many reasons to work with a financial professional as there are ways to call them.
Whether you want guidance for retirement planning, insurance, or savings and investment goals, you want your money to do more for you and don’t know where to start, or you’re in need of a third-party expert’s objectivity to help you plan, the financial professional located right here at your credit union can help.
Let’s be honest: life can be complicated. Most hardworking folks have enough to think about before even considering their long-term financial goals. That’s why a financial professional can be such a great help. An experienced professional can help you understand your own financial situation, plan ahead, set up long-term saving and investment goals, monitor your progress, and make adjustments to stay on course.
You don’t need to wait for a windfall — or worse, a money crisis — to benefit from professional financial guidance. When people think of a financial professional, they often envision someone who serves only high-wealth clients; fortunately, the professionals at your credit union are experienced, prepared, and happy to work with all members to meet their individual financial needs today and tomorrow.
Maybe today you need help creating a plan to pay down your debt and grow your savings. Down the line, you might be looking for the right investment vehicle for an inheritance or monetary gift. Both now and then, you have plenty to gain from the expertise of a trusted professional, available to you right at your credit union.
The financial professionals at your credit union can offer guidance on a variety of products and ways to help you navigate your own financial journey. These may include:
The financial professional located at your credit union not only has access to a great range of investment and insurance products geared toward helping you achieve your goals, they’re also knowledgeable about different product’s risks and benefits. They can help you evaluate options to determine your own comfort zone in terms of risk and potential return, and then help you create and carry out your own personalized plan for managing debt, savings, insurance, retirement planning, and investing.
Credit unions are mission-based, cooperative organizations focused on serving the needs of their members, rather than answering to outside shareholders. That means the financial professionals at your local branch look for investment products tailored to meet your needs, rather than pushing investment vehicles and programs that focus on profits through expensive fees, or put your money at greater risk than you’re comfortable with.
Your credit union membership means you’re part of a financial community. Here, you’re served by professionals who truly care about you as an individual. You’re much more than a number or a portfolio. The financial professionals located in our branches are here expressly to serve your best interests.
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