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Investment Services

 The professionals at CFCU Wealth Management are here to partner with you in aligning your investments with your financial goals, needs, and values.

Regardless of your current financial state, you want to plan for your investments to improve your chances of attaining your goals. Let's face it; not everyone has the skills and time for this. A professional will assess your situation and give the appropriate guidelines to navigate the process. They'll offer you services that match your needs. Are you ready to get started? Read on!

Why You Should Work with a Professional Advisor for Financial Planning

If you're like most individuals, you probably want financial freedom. Unfortunately, this journey isn't without uncertainties and pitfalls. If you don't have an appropriate formula, things may not work as expected. Here are reasons you need a professional advisor for financial planning:

Accountability: A reputable advisor will hold you accountable and help you stick to the set goals.

Manage stress: It's no doubt balancing your finances and work can be challenging in today's environment. A professional will take the guesswork out of you, allowing you to concentrate on your investments.

Professional investment services: Financial advisors are impartial third parties, and most of them have your interests at heart. While you may make decisions based on emotions, a financial advisor will guide you according to the latest trends. It means that you can have confidence you are getting quality personalized investment services.

Access to reliable financial services: Not everyone is a financial master planner. Financial advisors have the knowledge and skills necessary to create an effective investment plan. Who doesn't want someone who can hold their hands throughout their financial journey? A reliable investment manager will work with you to establish the best available options.

Tax planning: Do you already have a tax plan? If not, you're probably missing a lot. A financial advisor can offer you a tax planning strategies to help you increase tax savings.

While the process can be complicated, they'll guide you and ensure you consider the appropriate strategies. Whether you want to avoid tax penalties or unnecessary fees, a seasoned advisor can help.

Help you prepare for market fluctuations: This can be critical in your investment journey. Professionals have the strategies and tools to help you track your financial goals. It doesn't matter the amount you're looking to invest. Our service will guide you according to your needs.

Transform your dreams into achievable goals: While you may want to attain a particular lifestyle, this won't be possible without proper strategies. A seasoned financial advisor will evaluate the potential glitches and offer strategies you need to overcome.

For example, our professionals understand that clients want to attain their goals. We do our best to ensure you can develop the confidence to take your next step. Whether looking for self-employment or changing jobs, we can guide you accordingly.


What are Some Common Investment Services?

  • Mutual funds: The investor money goes to different companies. Managing mutual funds can be active or passive.
  • Bonds: Involves lending money to a business or government entity.
  • Stocks: Involves investing in a publicly-traded company whereby you own part of its stake.
  • Exchange-Traded Funds (EFTs): Similar to mutual funds but are sold and bought on the stock markets.
  • A certificate of deposits (CDs): A low-risk investment. You give a bank money for a certain period and receive it with a predetermined interest amount.
Working with a Professional Financial Advisor

Working with a Professional Financial Advisor

If you want to achieve your investment goals, you don't want to take planning for granted. While the process can be tedious and time-consuming, a professional financial advisor can help. Do you need assistance? Don't hesitate to consult professional advisors today.

Contact us today to learn more!

Thank you!