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.
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 actively manage and monitor your portfolio to ensure that as life changes, your finances evolve as well.
 
Ready to get started?
For a no cost, no obligation meeting, contact AFPG Registered Representative* Sean Farrell for assistance with retirement planning by phone at  978-323-0622 or email.

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

*Align Financial Planning Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRASIPC , a registered broker/dealer and investment advisor. 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-2392059.1-0119-0221)