Have you thought about what life will look like when you no longer have a steady paycheck? These days, the average American should be prepared for years of post-retirement savings. Planning with proper guidance will help ensure that you can afford to pay yourself when you are no longer working. The impact that things like healthcare, investment returns, and inflation have on the money you’ve saved may be significant without a plan. This is where I can help. Together, we can create a detailed financial plan that will provide you with a practical approach to retirement.
It is my privilege to serve the community at Amplify Credit Union – formerly IBM Texas Employees FCU – as a Financial Advisor with CUSO Financial Services, L.P. (CFS*). As your advisor, I am committed to providing personalized services for you and your family, building long-term relationships, and adhering to the highest ethical standards. After all, you may not be able to predict the future, but you can plan for it. I pride myself in being able to cut through the noise of the financial markets and take a holistic approach to plan and invest your money.
Schedule a 30-minute meeting with me, and let’s start this conversation today.
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* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.