Financial Planning can mean different things to different people. For someone just starting out, it could mean creating a plan to help save for a first home purchase. For a business owner, financial planning may incorporate more tax planning and strategic uses of wealth. And for someone approaching retirement, financial planning could be a more complex plan that incorporates current investment savings, a desired amount of supplemental income needed in retirement, and a plan to pass on the remaining estate to the beneficiaries they desire.
At the Wealth Management division of Capitol Credit Union, we listen extensively to our clients to fully understand their goals, because we know that everyone has different desires and dreams. Once we know your ultimate end-goal, we will custom-design a plan just for you.
We also never forget that things can happen along the way that may get your plan temporarily off course. That’s fine, because financial planning is a process, and we’re here to help you every step of the way.
Schedule an appointment and we will contact you as soon as possible to confirm your meeting details.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Strategic Financial Concepts (SFC), a registered investment advisor. SFC, Wealth Management division of Capitol Credit Union, Capitol Credit Union, and LPL Financial are separate entities. SFC, Wealth Management division of Capitol Credit Union, and Capitol Credit Union are not registered broker/dealers.
| Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value |
