Savings & Investments
Exciting news for CPCU Members!
For the past several years Gary Williams has worked as a Financial Advisor to our members under the Members Financial Services program. We are pleased to announce that he has taken that service to a new and higher level. Members now have access to investment and retirement planning services, including the following, through Structus Wealth Advisory LC and AlphaStar Capital Management:
1. Social Security maximization and RMD (required minimum distribution) planning
2. Integrated Financial Planning and implementation
3. Investment Planning and implementation
4. Retirement Planning and implementation
5. Online video and white paper investment and retirement educational topics
6. Investment solutions tailored to the member’s specific needs
7. Seminars presenting a variety of investment topics to increase member’s knowledge of the wide variety of investments available to them
Please visit www.structus.fixedincomecounsel.com and sign up for the free video series. Enter your name and email address and click the drop down box indicating CPCU as your credit union.
You may reach Gary through any of our knowledgeable staff or call him at 800-808-2354 or through his email at firstname.lastname@example.org. He will be happy to meet with you at one of our branches and help you to the path of a solid retirement.