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Financial Planning
Protect Your Wealth
You probably have a vision for your future – whether it’s a glimpse of what kind of retirement you want or a desire to fund your children’s college education, or something else entirely. What every vision needs is a plan.
The Retirement Consulting & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. ATFCU has partnered with the CUNA Brokerage Services, Inc. to provide the long-term planning you need to achieve the future you hope for. Together with a wealth management advisor your custom plan will be crafted with a focus on the following key strategies for future financial planning:
1 – Accumulating wealth in your working years
2 – Achieving security and independence in retirement
3 – Transferring assets in the most advantageous way
No matter where you are in life or what your goals are, we can help. To get started, contact Jon or visit our online Brokerage Center to learn more about financial strategies for long-term financial planning.
Professional Services:
- Comprehensive Financial Guidance
- Education Funding
- General Investment Management
- Investment Management for Seniors
- Retirement Account Planning
- Insurance Planning
- IRA and 401k Rollovers**
- Long Term Care Insurance
- Retirement Income Planning
- Retirement Planning
- Wealth Management
Check the background of this investment professional on FINRA's BrokerCheck.
Related Resources
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Jon Murray is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alcoa Tenn Federal Credit Union and Retirement Consulting & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Retirement Consulting & Investment Services and may also be employees of Alcoa Tenn Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alcoa Tenn Federal Credit Union or Retirement Consulting & Investment Services. Securities and insurance offered through LPL or its affiliates are:
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.
FR-2048539.2-0220-0322
