Take a minute to consider your various financial goals, from sending your kids to college
to purchasing adequate life insurance to retiring.
We can help! We provide a range of products and services that can be tailored
to your unique needs.
Richard J. Erickson, CFP® can provide you with a no-cost, no-obligation analysis.
Contact Richard today at 617.324.3832 or Rich.Erickson@cunamutual.com
to set up your appointment.
|Retirement Income Planning||6.18.2013, 5:30pm||Building 56, Room 114|
|6.19.2013, 11:45am||Lincoln Lab, AC-120|
|6.20.2013, 12:00pm||Building 56, Room 114|
|Estate Planning Basics||7.16.2013, 5:30pm||Stata Center, Room 144|
|7.17.2013, 11:45am||Lincoln Lab, AC-120|
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the Unites States of America.