Your New Year’s resolution: make an appointment with your wealth management advisor
It’s the season of reflection. To consider the choices you made in the old year and plan a trajectory for the new one. Make resolutions, set goals, learn from the past to build a better future.
Resolve to get out more.
To enjoy life.
To make a positive impact.
To re-evaluate your investments, so you can get out, enjoy life and foster positive change well into the future.
OCCU Investment Services can help.
A personalized plan
There’s no one-size-fits-all financial plan. Your situation is unique, and your goals are your own. Our financial advisors can help you create a personalized plan that fits your life.
We’ll take a look at your financial milestones to ensure you’re on track. For example, if you have an IRA, your required minimum distributions (RMD) begin the year you turn 72. If you’ve not already accessed these funds, this source of income may be a welcome event. But it’s important to understand how to properly manage your RMDs.
But no matter where you are on your retirement journey, the beginning of the year is the perfect time to review your investment portfolio to ensure your money is working for you in the way you intended. That the decisions you made last year, or 10 years ago, still fit your plan.
Our advisors can help you build a strategy and make recommendations based on your goals and your risk tolerance.
What’s your vision?
As you prepare for a prosperous future for you and your family, consider the world around you. You can create a strong philanthropic impact with your financial choices. By investing in businesses that align with your environmental and social values, you put your money where your heart is.
Your investments can be your voice, and our financial advisors can help you be heard.
Make a list, check it twice
As the year ends, it’s helpful to take inventory of all your investments and financial obligations. Our digital checklist can help ensure you’re covering all your bases.
Then, when you meet with your advisor, ask them (and yourself):
- Is my investment strategy on track?
- Am I saving in the most tax-efficient way?
- Do I have adequate life insurance for my situation?
Talk to us
When the hustle and bustle has passed and the holiday dust has settled, talk to one of our wealth management professionals so we can make sure you’re starting the new year off on the right foot. In person, over the phone, on a video call — we’re happy to meet by whatever method works best for you.
Ring in the new year with a renewed sense of financial security.
*Securities offered through Securities America, Inc., member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). PFG Advisors, OCCU Investment Services, Oregon Community Credit Union and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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.
Member FINRA/SIPC. FINRA registered branch office location: 2890 Willamette Street, Eugene, OR 97405
