OUR CFS* TEAM CAN HELP YOU CHART A COURSE TOWARD SUCCESS
But what is success? Each person has a different definition. That’s why we take a customized approach every time we talk to you. Your vision of financial success is unlike any other, and we’ll take time to understand what you want and create a strategy that helps you get it.
You need a team that’s eager to work closely with you to define your current financial situation and create a strategy for the future.
Workers Credit Union MEMBERS have access to the knowledge and experience of our CFS-registered* investment representatives. No matter which stage of life you’re in, our team can help you develop a personalized plan for the years ahead to build wealth, protect your assets, and make sound decisions that move you closer to your financial goals.
We will lead you through our process of:
UNDERSTANDING YOUR NEEDS
- Gather all information
- Determine goals and investing mindset
- Assess risk-tolerance and preference
CREATING YOUR STRATEGY
- Develop a financial plan
- Select asset allocation/securities
- Generate solutions
IMPLEMENTING YOUR SOLUTIONS
- Open accounts
- Transfer assets
- Provide validation
MONITORING YOUR RESULTS
- Performance reviews
- Research and market updates
- Revisit goals and adjust strategy as needed
Contact us to schedule a complimentary, no-obligation appointment.
Give us a call at 800-221-4020.
Our member service representatives will be happy to assist you.