Financial Planning
Everyone needs financial planning but often it seems too complicated. Financial planning is about three basic ideas: building, protecting and preserving assets. Let our financial planner develop a plan for you—free of charge.
Build Assets
Begin with these investments:
- Money Market Share Accounts
- IRAs
- Bridge Accounts
- ShareBuilder
- Members® Trust Investment Accounts
- Investment Advisory Accounts
Protect Assets
Add insurance to protect you from the unexpected.
- Auto
- Homeowners
- Term Life
- Long Term Care
- Credit Life and Disability
Preserve Assets
Determine which of these tools is best for you in controlling what happens to your assets when you're gone.
- Will
- Living Will /Healthcare Directive
- Healthcare Power of Attorney
- Financial Power of Attorney
- Trust
- Special Needs Trust
Schedule an appointment with a planner or trust officer to build, protect and preserve your assets today.
Call: 800.344.4846
E-mail: financialplanner@lgfcu.org
