One of the most valuable resources available to you as a member of My Personal Credit Union are our Financial Resource Advisors Representatives: Josh Fox, Terry Quinn and Albin Campbell. They can answer your questions, provide second opinions and create your sound financial strategy.
- Impartial employee benefits selection assistance
(HSA & Flex spending accts, voluntary benefits)
- Guidance on how to fund your retirement accounts
(401k, 403b, 457, PSP, IRAs)
- Social Security claiming assistance
Social Security Wise (Our educational website)
- Create customized lifetime inflation-adjusted retirement income
“The Income For Life Model” (Our educational website)
- “Second Opinions” on your existing or proposed plans
- Saving strategies for a home
- Education funding strategies
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Resource Advisors, L.L.C., My Personal Credit Union and Securities America are separate companies.
Not NCUA Insured—No Credit Union Guarantee—May Lose Value
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