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Are you saving enough for retirement?

Are you SURE that you will be able to live your current lifestyle when you retire? 


Just as having a personal exercise trainer will help you to become more physically fit, a personal financial planner can make it easier for you to become more financially fit now and when you retire.

Aaron Welch, the Credit Union's financial planner and wealth management representative, visited the office on Thursday, June 21st.

Aaron can help you evaluate your existing retirement plan and/or develop a workout plan to improve your financial future.

If you can't stop by on the 21st, contact Aaron at (667) 308-2724 or at awelch@moneyconcepts.com.

Additional Wealth Management Information

All Securities Offer Through Money Concepts Capital Corp. | Member FINRA / SIPC

Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc.
11440 North Jog Road, Palm Beach Gardens, Florida 33418 | www.moneyconcepts.com | 561-472-2000
Products offered; 1. Are not federally-insured; 2. Are not obligations of the credit union; 3. Are not guaranteed by the credit union; 4. Involve investment risk, including loss of principal.

 

6/18/18