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Is your retirement money invested properly?
Will you have enough income in retirement?
How will you pay for a child’s education?
Financially, what would happen to your family if you died?
How will you pay for long-term care?
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Paul Gregory, located at the Fort Financial Credit Union Corporate Office, has one objective: to help you reach your financial goals. He’s here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals.
The program works in cooperation with your credit union and complements the products and services the credit union makes available to you. Together we can provide a total package to help you realize your full financial potential.
When it comes to insurance and investments, we understand the importance of a trusted partner. |
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Contact the MEMBERS Financial Services Representative, today:
locally or Extension 5104 toll-free for a no-cost, no-obligation appointment.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677,
toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
B2MM-0205-8114
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