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What Can a Financial Advisor Do For Me?


The Financial Advisor located at Sunmark Credit Union can help you create and implement a customized financial plan. When it comes to juggling multiple financial questions, a Financial Advisor can help set priorities and find ways to fund each savings goal. Many members find themselves thinking about college savings for their kids while they are still paying off their own student loans, trying to build an emergency savings, contribute to retirement savings, and sometimes caring for aging parents all at the same time. That’s a lot to take on and can be overwhelming.  

An Advisor can also add value when it comes to retirement income planning. We begin the process by getting to know each member, their current financial situation and money concerns. We listen and set goals for after retirement lifestyle including basic living expenses, travel, inheritance, caring for aging parents, unexpected health events, and even the purchase of a retirement home. Then we perform a detailed analysis to determine how multiple sources of savings can provide income and fund living expenses, including: social security, pensions, 401K and other savings. There are so many methods to accomplish goals and we help put those pieces together.



Sunmark Life Stage Advisors 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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