Traveling the world. Spending time with family. Finally growing that organic garden or building a home workshop. What are your dreams for retirement? Whether it's right around the corner or light years away, the Align Financial Planning Group, located at Align Credit Union, will help you get there.
Coupled with Align Credit Union's traditional savings options, Align Financial Planning Group professionals can help provide comprehensive investment solutions. We will create a customized plan that looks at where you are now and where you want to be … 5, 10, even 50 years down the line.
The Align Financial Planning Group delivers more than professional advice. We put a suite of powerful investment tools at your fingertips, including:
- Mutual Funds
- Variable & Fixed Annuities
- Tax Sheltered Annuities (TSAs)
- IRA and 401(k) Investments
- 457 Plans
- Life Insurance
- Employee Stock Options and Benefits
Ready to Get Started?For a no cost consultation, contact the Align Financial Planning Group. We'll get to know you … and your finances in order to put together a comprehensive retirement strategy. No commitment required.
Sean M. Farrell, Registered Representative*
* Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 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. (FR081315-CC05)