It's About You and Your Future
No matter where you start, learn to manage and grow what you have, while living life your way. At Preferred Credit Union our goal is to help you reach your financial goals. It’s all about you and your future.
What a Financial Advisor can do for you..
Assist clients through the Accumulation Phase, the Family Protection Phase, and the Retirement Enjoyment Phase of life.
When should you look into having a Financial Advisor..
Whether you are just starting out, already retired, or somewhere in-between, the sooner you seek the assistance of an advisor, the greater your chances of achieving your goals and dreams.
Why should you get a Financial Advisor..
You work hard for what you earn! In today’s economy you need your money to work just as hard for you! Using a financial advisor is like having a coach in your corner.
How does a Financial Advisor plan to help me..
Discover with you your needs and wants, present a plan on how to get there and then walk beside you through the journey.
Call Kurt today to schedule a no cost, no obligation meeting.