Financial Resource Advisors
“We are your resource for top of mind questions, regardless of your age.”
- 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
Contact Terry Quinn or Albin Campbell at 616-452-2690. Our team members can meet you at your favorite MPCU office or any convenient location you prefer.
Contact: Ph. 616-452-2690
Retirement Resource Center
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
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.