Retirement Plan Checkup

Get a Personalized Retirement Plan Checkup

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.

Between global events and stock market changes, it’s important to keep an eye on your financial future.  Make a virtual appointment with the Align Financial Planning Group to review your retirement plans. The Align Financial Planning Group has over 25 years of retirement planning experience, but it all starts with a conversation about what’s right for you.  Align Financial Planning Group’s services include 401(k) plan and pension plan advisory services,  investment and portfolio allocation strategies, and a customized process for identifying solutions that will help you reach your retirement goals.
 
With over two decades of financial planning experience, Align Financial Planning Group Registered Representative Sean Farrell will ensure that your investments are handled with honesty and integrity.
 
Schedule a phone or video conference appointment today to get a second opinion of your current plans, including:
  • Receive a Financial Health Analysis
  • Review 401(k) Account Allocations
  • Review Pension Plan Benefits
  • Review State/Federal Benefits
  • Review Employment/Retiree Healthcare Plan
  • Identify income requirements and gaps
  • Learn about opportunities for tax efficiency
  • Evaluate investment costs, estate plans, and insurance options
Just complete the form below and AFPG Coordinator Nicole Ry will contact you to schedule a no cost, no obligation meeting by phone or video conference.
*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-3058770.1-0420-0522 )