What Is Asset‑Map?
A Clear View of Your Financial Life
Asset‑Map is an easy‑to‑use digital tool that allows you to securely share an overview of your financial information — including accounts, assets, liabilities, and insurance — all in one place.
By completing Asset‑Map ahead of your meeting, your AmeriCU Financial Advisor can better understand your full financial picture and provide more personalized guidance.
How It Works
Fill Out the Asset Map Form
See Your Financial Picture Come Together
Meet With Your Advisor
Why Use Asset‑Map Before Your Appointment?
Spend Less Time Explaining, More Time Planning
Using Asset‑Map helps your advisor:
- Understand your complete financial situation
- Identify gaps or opportunities
- Tailor recommendations to your goals
- Feel more prepared and confident See how all your finances connect Get more value from your meeting
What Information Does Asset‑Map Include?
Asset‑Map may include:
- Bank accounts and savings
- Investment accounts
- Retirement plans
- Real estate
- Loans and debts
- Insurance coverage
- Important financial relationships
Get the Most Out of Your Financial Advisor Meeting
Meet Your Advisor
Joe Alnutt
Associate Financial Advisor
C: (315) 356-3000 x6139
T: (315) 203-8813
E: [email protected]
Joseph Alnutt is a Financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits of Obligations | May Lose Value |
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Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.