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Financial
Planning
Do you have a Financial
Plan. If you’re like most people, you not only don’t
have a plan, you don’t even have a clue where to begin.
That’s where we come in. Through our affiliation with
Central States Financial Services, Horizon Credit Union members
can meet one-on-one with a Registered Financial Representative with
no cost or obligation. It’s just one more way we show
our commitment to maintaining your financial health!
Our Registered Financial
Representative brings with him a full array of
financial knowledge and services designed to benefit you
regardless of your stage in life. Some areas of financial
planning he can help with include:
Retirement
Planning
Long Term Care Planning
IRA / 401K Rollovers
* Life
Insurance / Annuities
Disability
Coverage
Mutual Fund Portfolio Review*
Mortgage Life
Insurance Asset
Allocation Analysis*
Estate
Planning
Tax Advantaged Strategies*
Its been said that “those who
fail to plan, plan to fail.” With free financial planning
provided by your credit union, there’s no excuse for putting
things off any further. To schedule your FREE consultation,
call our office at 633-5302.
* Securities offered through SII Investments, Inc. Member NASD,
SIPC. Investments not offered through Horizon Credit Union may
loose value, and are not federally insured.
Contact
us today for more information on how to become a member! or apply
now online!
   
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