We have partnered with three financial consultants from Securities America, Inc. to provide you with quality investment options, such as mutual funds, IRAs and fixed annuities, based on your unique situation.
Why choose us?
Our financial consultants Joe Prentice, Momodou Bojang and Walter Billodeaux are skilled at tailoring recommendations suitable to your risk tolerance and investment analysis.
They can help you understand your current financial situation and risk tolerance levels.
As college cost grows even faster than your children, our financial consultants have a wide array of tools available to help with college funding. Decide what steps you need to take to save for your child’s future.
Long-Term Care Protection
You should have quality insurance coverage to suit your needs for long-term personal or medical care. This coverage will be invaluable to you if you should develop a chronic or disabling condition, which can happen later in life.
Don’t forget to conduct an analysis for the accumulation, maintenance, and distribution of your property/wealth according to your wishes. Proper preparation may help reduce the tax burden on your beneficiaries and preserve your wealth for future generations.
Gain a better understanding of when to consider additional life insurance or a fixed annuity as well as the variety of options available for each. Discover if these cost-effective ways to build wealth and pass on inheritance are right for you.
Qualified Plans for Small Business Owners
Small business owners can maximize owner benefits and minimize costs to the business.
Visit the SDFCU Investment website