Retirement Peace of Mind

 

Do you ever have a nagging feeling that you may not be saving enough for retirement? You’re not alone: 74% of working Americans feel the same way!*

 

How about a little peace of mind?

We’ve all been to the doctor for an annual physical, a complete and thorough examination of our overall health. Your doctor’s goal is to make sure you’re on track to live a long and healthy life. So, if they find anything amiss, they will prescribe changes – some simple, perhaps some a little more drastic – to get your physical health back on track.

AmeriCU’s Retirement Peace of Mind service is like a check-up for your finances. It starts with a visit to an experienced AmeriCU Member Financial Advisor, who will evaluate your overall financial “health.” Your Advisor’s goal is simple: to be your advocate and make sure you’re on track for a financially comfortable retirement. Like your doctor, if your Advisor sees some ways to improve your financial health, he’ll make some recommendations. Even if you haven’t begun to plan – or don’t know how to start planning, it’s never too late to put a plan in motion. The good news? This service is complimentary for AmeriCU members.

Retirement Peace of Mind is delivered in four simple steps:

step ONE: Visit your Advisor to discuss your current financial situation and retirement goals. Even if you haven’t started saving yet, he can help figure out what you need to have the retirement you want.

step TWO: Your Advisor will determine if you will have what you need in retirement. If so, congratulations! If not (and/or if he identifies any missed opportunities), he’ll recommend some changes to help get you on track.

step THREE: Your Advisor will meet with you to explain his plan and answer questions.

step FOUR: Whether you choose to implement some or all of his plan, your Advisor can guide you to make it happen! He’ll also meet with you as needed to make sure you stay on track. In the end, the goal is to give you something we all need: the peace of mind of knowing that you will have enough set aside for your future.

That’s Retirement Peace of Mind…Complimentary for AmeriCU members.

Let’s get started! Schedule your first appointment by calling us at 315.356.3300 or emailing retirement@americu.org.

Not a member? Not a problem! Open an AmeriCU account with just $5 if you live, work, worship, or attend school in Central or Northern New York. Just call or stop by any of our 18 offices, and you’ll see that we treat you like a member, not a number. After all, that is our goal: to deliver such exceptional, personalized service that you wouldn’t dream of going anywhere else for your financial services! Join Today »

* According to a November 2012 Harris Poll of 2,307 adults, 74% of those Americans who are not retired worry about having enough money to do so.

* Investments involve risk, are neither obligations of nor guaranteed by the credit union, nor are they federally insured. AmeriCU Capital Management is a wholly owned subsidiary of AmeriCU Credit Union.

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