For the past 23 years, I have been privileged to have helped many clients in a variety of ways with regards to their finances. As their advisor, I can be impactful in several areas. Everyone has their unique financial journey, and my passion is to uncover solutions that yield optimum results for their financial goals.
We start with a conversation. Where are you in your financial journey?
Typical questions I’m often asked are:
- Will I have enough income in retirement?
- Are my retirement savings invested properly?
- What pension option should I choose?
- What should I do with my 401K/403B from a previous employer?
- Is my family properly protected from my premature death or critical illness?
- How can I get a better return on my savings without taking excessive risk?
- How do I efficiently pass assets onto my loved ones?
Working together and allowing me to share my experience, I help members answer these questions and keep them on the right road in their financial journey.
Your Credit Union Advantage
Based on my personal experience of having provided financial services at both credit union and non-credit union financial institutions, I believe that credit union members have a significant advantage when working with a financial advisor. Consistent with the credit union’s mission statement – member-owned, not-for-profit financial institution, People First Financial Solutions, available through CUSO Financial Services, L.P. offers a broad array of investment services in a friendly, convenient, personalized atmosphere. We exist to help you achieve your financial goals and future plans.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.