Personalized Financial Planning
Preparing for Your Financial Future
In addition to serving your day-to-day financial needs, SCU is committed to helping you plan for a successful financial future. We believe that there's no better way to potentially reach your long-term and retirement goals than by establishing a plan and roadmap for financial success. This means guiding you with sound advice while providing the services and products that will help you work toward your current and future lifestyle goals.
Personalized Financial Planning Assistance
For a personalized, full-service approach to your financial planning needs, we recommend partnering with one of our professional Cetera advisors at SCU Investment Services. Our financial advisors can start you on the right path toward financial independence by developing a customized portfolio using "preferred asset management." Designing the right investment and asset management plan is the first step in working toward your current financial and retirement goals.
Our financial advisors, Tarik Eldin and Mike Hastings, can work closely with you to develop a sound financial plan, assist you along the way as your needs grow, or change and provide consultation and/or products in the following areas*:
- Classic financial planning**
- Asset management services**
- Private money management**
- Asset allocation
- Mutual funds**
- Bonds (taxable and tax-free)**
- Retirement planning
- College education planning
- Estate planning
- Long-term care planning
*Some products and services may not be available in all areas.
**Securities and advisory services offered throught Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investments are:
- Not FDIC/NCUSIF insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency
- Cetera is under separate ownership from any other named entity
Investments: Are Not FDIC or NCUA Insured | Are Not A Deposit | Offer No Bank Guarantee | May Lose Value | Are Not Insured By Any Federal Government Agency.