Where do you see yourself in the future? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

The Financial Professionals of Heritage Financial, serving members of Heritage Federal Credit Union, are available to learn about your goals and work with you on developing your personalized plan. Together, you’ll create a plan that will make those financial goals a reality.

Preparing for Your Future

  • Saving for Retirement – Living the retirement of your dreams means making your money last. What’s the secret to securing your financial future? Start a goal-oriented savings plan today – and stick with it.

  • Saving for College – Giving your children or grandchildren the best opportunities in life is top of mind for most parents and grandparents. That means you can never start too early on a serious college savings strategy.

Investment Strategies

See how your investments can keep working while you take time out to enjoy those things you have dreamed about all those years.

  • IRA

  • Mutual Funds

  • Managed Accounts

  • Annuities

  • Stocks and Bonds

  • Pension Rollover*

Retirement Planning

You’ve worked hard to build the life you’ve wanted. Insurance can protect you and those you love from an unexpected death, illness and even from living longer than expected. By protecting yourself with life insurance, you can help yourself find peace of mind in knowing you’ve done the right thing.

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Heritage Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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