Retirement Planning

Investing In Your Future

The Align Financial Planning Group 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.

The Align Financial Planning Group has over 25 years of retirement planning experience which will benefit you as we develop a customized comprehensive asset management and income plan that will help you achieve your retirement goals. 
When it comes to preparing for retirement, there are many questions to answer, but it all starts with a conversation about what’s right for you. Our experienced financial advisors will help you develop a customized plan after we get to know you personally based on where you are now and where you would like to be. 
Like all of our members, every retirement plan in unique and should be tailored to you.  With various investment and insurance options that complement traditional credit union savings plans, AFPG’s experienced team can help you make the right financial decisions for you and your family.
 
From there, we will help you put your plan into motion and will manage and review your portfolio to ensure that as life changes, your finances evolve as well.
 
Ready to get started?
To schedule a no cost, no obligation meeting with Align Financial Planning Group Registered Representative Sean Farrell, contact AFPG Coordinator Nicole Ry by phone at (978) 323-0622 or email.

Check the background of this investment professional on FINRA'S Broker Check.

Investment Tools

  • 401K Allocation
  • Fee Based Accounts
  • ETF & Index
  • Index Annuities
  • Variable Annuities
  • IRA –Simple – SEP
  • Stocks
  • Life Insurance
  • Employee Stock Options & Benefits

Pre-Retirement Services

  • Review your current financial situation and goals 
  • Evaluate your existing retirement plans 
  • Create a customized lifetime retirement income plan 
  • Work with you to implement decisions and allocate assets

Post-Retirement Services

  • Create a long term strategy to meet life expectancy 
  • Schedule periodic reviews of investment allocations 
  • Assess and plan for social security integration 
  • Manage asset protection
*Align Financial Planning Group 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. (FR-2392059.2-0321-0423)