|Realizing your financial goals and determining strategies to reach those goals can be a challenge. You may be trying to:
Breta, Tracy, and Scott, the Fibre Financial Group Representatives located at the credit union can help you identify your major financial objectives and recommend products and services to help you achieve financial security. Or, if you already have a financial plan in place, getting a second opinion on your financial situation is always a good idea. The program works in cooperation with the credit union and offers an objective point of view to help you reach your goals. For more information, or to schedule a no obligation appointment, please contact the Fibre Financial Group Program at 360-414-4223 (for Breta or Tracy) or 503-354-4514 (Scott). We thank you for supporting Fibre Financial Group and for trusting us to make available to you only those financial services most suited to your needs.
- Build net worth
- Plan for college funding costs
- Handle a rollover from an IRA, 401(k), or 403(b) account*
- Uncover post-retirement income solutions
- Reduce your tax load**
- Handle estate planning or inheritance issues**
- Protect your family and financial future from health care issues, disability or even death.
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.
*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
**Representative is neither a tax advisory nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.