In the spirit of the credit union philosophy, our financial planning assistance is designed for a wide variety of members—from those just starting a savings plan, to those with sizable assets looking for more sophisticated financial management tools. Some of the products and services available include:
- 401(k)/Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Wealth Management
- Tax-managed Investing
Through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time. I've done this with focus on their individual comfort level, investment time-line and goals. Working together, we can create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.
As a valued partner of Dillard’s FCU I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?