The HFCU Investment & Retirement 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
It's Time to Clean House with Your Finances
Most of us are private with our homes, family and finances. We actually clean the house the first time before we interview a housekeeper! The same thought holds true with our finances; we will clean them up, acquire money and then seek out a financial professional.
Try a different mind-set: our lives are so busy, use the people who can help you stay on top and be successful with everything! At HFCU Investment & Retirement Services, we are available to help you make sound financial choices. It is not intimidating experience — it is a helpful one. To make you more comfortable seeing us, let us explain how we work for you.
We Collect Information
Our needs-based approach means learning more about your financial needs, situation and goals. We gather information through face-to-face meetings, phone conversations and written communications with you.
Analyze and Make Recommendations
We study your basic input carefully, then prepare recommendations based on your financial foundation and the goals you are trying to reach.
Activate the Program with You
Then working closely with you, we activate your financial management program. Any decisions you make and any actions you take are entirely up to you.
Conduct Periodic Reviews
People, personal circumstances and the economy change. The most important part of your financial process is periodic reviews. We monitor your financial management program with you, keeping it on course to meet your financial needs and goals.
We can assist you with:
- Money Management
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Planning*
- Investment Planning
- Business Planning
- Education Planning
Initial consultations are offered at no cost or obligation to members of HFCU. Call 717-533-9174 ext. 410 today to start planning for tomorrow.
| Tristan Hill |
|
Financial Advisor |
|
(717) 533-9174 ext 410 |
*HFCU Retirement & Investment Services 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.
*Representative is not an Estate Planning Specialist. For information regarding your specific needs, please consult an attorney or professional Estate Panning Specialist.
FR-3258154.1-0920-1022
