Sure, you love the work that you do, but you also have goals to achieve when you have more free time. SFPCU makes available Investment and Insurance options through the MEMBERS Financial Services* Program which provides the retirement planning services you need to reach your long-term financial goals.
Chris Breault, your MEMBERS Financial Services representative, evaluates your financial needs and creates an investment strategy tailored to your life. His ongoing review of your portfolio ensures that your plan remains aligned with your vision.
Start mapping your financial future today by calling Chris at 415.682.3361 for a no-cost initial consultation.
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. the FR-1201699.1-0515-0617