Why Work with AmeriCU Investments Financial Professionals
We study your basic information carefully and then prepare recommendations based on your financial foundation and the goals you are trying to reach.
- You don’t need a lot of money. Retirement planning isn’t just for the wealthy. We work with members of all ages, income levels and life stages.
- We work together. We’ll conduct a comprehensive analysis of your income, expenses and investments and answer the question, “Will I have enough money to…?”
- We plan for the big picture. While specific goals are important, your plan considers all the angles. It spans from insurance and investments all the way to your financial legacy.
- You’re an active partner. We believe in clarity and transparency. We’ll help you understand everything involved with your money and how your plan aligns with your specific needs and priorities.
- Our commitment is ongoing. Creating your plan is just the beginning.