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Wealth Management Isn’t Just for the Wealthy

Summit Financial Advisors

Provided by Summit Financial Advisors

If you think you need a huge savings account or be close to retirement to work with the financial advisors located here at the credit union –  you’re mistaken.   

It’s never too early to start planning your financial future. No matter your age or income level, our financial advisors will work with you to create a plan to help you meet your goals. Then, they’ll monitor and adjust your plan as your life changes and grows. Whether you’re just starting out or already well on your way, they can help with:

  • Investment accounts
  • Saving for college
  • Retirement planning
  • Estate conservation
  • … and everything in between

The financial services team here knows that complexity, fear and lack of access may be barriers to financial security to some, and they’re here to break them down. Financial planning doesn’t have to be about big words and complicated investments. Investing doesn’t have to be about risking your life savings in the stock market. And wealth management doesn’t have to begin with wealth – but it can certainly strive to get there.   

It’s just another way your credit union is here for all aspects of your financial life. You already trust us with some of your accounts. Now, let our financial planning team help lay the groundwork for your future success. There’s no charge or obligation to sit down and talk. Call Summit Financial Advisors at 800-236-5560, Ext. 4012 today to get started!

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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.  CBSI-1839607.1-0717-0820