When it comes to managing your money…

We take it Personally

In the world of personal financial planning, there’s no shortage of ups and downs. No lack of trends and choices. And no end to the decisions you need to make.

What’s harder to find is someone to pull it all together and turn it into a plan that’s smart for you — by using their ears as much as their experience.

For that type of advice, you need Wealth Management from CFCU.

Talk to Bill or Nancy about your goals and your dreams. You’ll talk to people who believe that taking your financial planning “personally” is what good money management is all about.

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Bill Murphy, CFP®
Financial Consultant

Nancy Kehoe
Financial Consultant

Call 607-257-3282, ext. 299
Or 1-800-428-8340, ext. 299

• Retirement Planning
• Investment Portfolio Analysis
• Tax-Advantaged Investing
• Trust Services*
• Estate Planning
• Long-Term Care Insurance
• Rollover IRAs
• Corporate Benefits

To learn more about LPL Financial and the Wealth Management program, you can also find them on the World Wide Web at http://www.lpl.com/invest.choice.

For more information regarding regulation of the securities industry, please visit www.finra.org. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Securities, asset management and financial planning offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Products are not NCUA insured, are not obligations of CFCU Community Credit Union, are not guaranteed by the Credit Union or any affiliated entity, and involve investment risk, including the possibility of loss of principal. CFCU Community Credit Union is not a registered broker/dealer nor is it affiliated with LPL Financial.

*Trust services are offered through The Private Trust Co., N.A., an affiliate of LPL Financial.