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Our Approach
Our defined financial planning process includes the following steps:
We want to establish and define our relationship. We'll discuss our commitment to you as well as your responsibilities in the process.
Next we will gather information. We will gather some basic information about you, your family and your goals.
We will use the information you provided to analyze and evaluate your current situation.
We will develop and present recommendations to help you accomplish your goals.
With your consent, we will then help you implement your plan.
Finally, we will continue to help you monitor your plan on an ongoing basis.
Our discussion may include many of the following topics, among others:
401K Recommendations and Rollovers |
Asset Allocation |
Asset Protection |
Charitable Giving Strategies |
Disability Insurance/Income Protection |
Education Planning |
Estate Planning |
Life Insurance |
Long-Term Care Planning |
Medicare Planning |
Retirement Accumulation |
Retirement Income Planning |
Risk Assessment |
Risk Management |
Social Security Planning |
Tax Planning Strategies |
*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. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.
