Wealth ManagementSecuring your financial future starts with investing for today and tomorrow. With so many options available, it is important to have a trusted partner help guide your decisions.
At the Align Financial Planning Group, located at Align Credit Union, we've taken our "Member-centric" approach one step further by providing comprehensive wealth management services. Whether you're a seasoned investor or just beginning, the Align Financial Planning Group can help handle all of your needs.
We start by understanding you, your goals and listening to what you envision for your future. Then, we translate that into realistic investment objectives and help select the products to get there. The Align Financial Planning Group offers a full spectrum of investment options, including:
- Mutual Funds
- 529 Plans
- Managed Accounts
- Variable & Fixed Annuities
- Tax Sheltered Annuities (TSAs)
- Life Insurance
Investment Resource CenterIn addition to expert guidance, our wealth management clients get 24/7 access to our Investment Resource Center. This online portal offers an abundance of information on financial markets, up-to-the-minute stock prices, articles of interest, calculators and more. Clients can even create a personalized page to monitor news and stock prices. The Align Financial Planning Group's Investment Resource Center also provides easy access to account forms, FAQs and a host of other services to help make it even easier to manage your accounts.
Curious what the Align Financial Planning Group can do for you?For a no cost consultation, contact the Align Financial Planning Group. We'll review your current portfolio or help build one from scratch.
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)