Get the Most Out of Your First Financial Planning Meeting

It is true that Financial Advisors give helpful investment advice and investment portfolio assistance, but a Tech CU Financial Advisor’s services do not end there.

At Tech CU Investment Services, our Financial Advisors – registered through our broker dealer, CUSO Financial Services, L.P. (CFS) - help you establish your financial goals and work out a strategy to reach them. To help create a complex plan of attack that ties together the many aspects of your financial situation, Financial Advisors become involved with all facets of your financial life, ranging from insurance, trusts, real estate to college savings and retirement plans.

Tips for your first meeting:

• Once you have set up your first appointment with a Tech CU Financial Advisor, you should be prepared to present your specific financial goals, such as when you would like to buy a house or when you hope to retire.
• You should also be prepared to share all your financial data with your Financial Advisor. This is crucial for establishing realistic goals and creating a strategy, as each aspect of your financial picture will ultimately affect the other.
• Trust that your Financial Advisor understands and cares about your future and your financial well-being.
• Ask questions, and always be willing to make suggestions or recommendations.
• Make plans to meet at least once a year to review your financial situation.

Contact Tech CU Investment Services
For more information on investments, insurance, financial planning, online trading or to set up an appointment with an Financial Advisor:

(408) 467-2390
invest@techcu.com

Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Technology Credit Union is in partnership with CFS (Member FINRA/SIPC).