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Investment Services are now availableat your credit union! Ed can help you plan a safe and comfortable future.
I know that investment choices can be overwhelming to many people. We will discuss your specific financial services needs and consider options that may help you reach both your short and long-term goals.
Schedule your complimentary consultation today – at no cost or obligation! I look forward to helping the members at FEFCU! --- Ed
Everyone has different lifestyles, goals and financial needs.
Whatever stage you’re at in your life….just getting married, starting a family, saving for your child’s (or grandchild’s) education or preparing for retirement, Ed Lively can help you!
- Roll-over your 401k/403b/pension plan if you’ve change jobs
- Develop a savings and investment plan
- Protect your family with life insurance
- Make appropriate retirement savings choices
- Discuss investment options
- Plan to pay for long-term care
- Create an income plan to approach retirement with confidence
No better time than now! In order to enjoy your retirement, you should have a good idea of how much money you will need each year to fund your desired lifestyle. In developing your plan of action, we’ll evaluate your situation, offer recommendations, and coordinate your investment and insurance choices. When we’re done, you’ll have a clear understanding of what you want and how to get there.
Giving you financial advice is one thing; putting your plan into action is another! With Ed’s help, you’ll have access to a wide range of investment and insurance options, many of which have been designed in partnership with credit unions to meet the needs of their members.
We know that life’s circumstances often change. Together, we’ll review your individual situation on a regular basis to make sure that you’re staying on track. Sometimes adjustments need to be made along the way. These periodic reviews play an important part in your success. We always keep your best interests in mind!
These are just a few of the values that make our Investment Services different from others. We will never forget that it’s your money and you can be assured that the options presented will be tailored for each member.
You can feel confident in knowing that the Financial Investment Team compliments traditional credit union products & services.
Ed Lively is a Registered Representative with and Securities offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC. Non-security products are not offered through TFA. TFA is not affiliated with Financial Educators Federal Credit Union. SECURITIES PRODUCTS ARE NOT FDIC/NCUA INSURED: NOT BANK/CREDIT UNION GUARANTEED: AND MAY LOSE VALUE. |
