Planning for
Retirement?
Prepare for your retirement with tax advantaged IRA accounts and advice from Wealth Management Services at Financial Resources FCU.
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Osaic Institutions* Financial Professionals can help with:
- Designing a retirement plan
- Uncovering your basic expenses and discretionary expenses
- Evaluating current sources of retirement income
- Identifying potential gaps between income and expenses
- Anticipating fixed and discretionary expenses in retirement
- Positioning assets to generate income and uncovering new sources of income
Get Prepared with Financial Education
Lots of helpful information and no tests! FRFCU’s partnership with Balance provides you with access to your financial toolkit at no cost.
Webinars, live coaching, podcasts, videos, informational articles, worksheets and financial calculators all to help empower your financial decisions every step of the way!
*Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and Financial Resources Federal Credit Union (“FRFCU”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with FRFCU. FRFCU has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members.
