AFFORDABLE, PERSONALIZED, OBJECTIVE

  Members of NBC Employees Federal Credit Union are eligible to receive affordable, personalized financial planning services through Prudent Planning, Inc., the Credit Union's service organization.

Objective, personalized financial planning offers much more than advice on investment decisions. It provides insights into financial strengths and weaknesses, helps establish financial goals and identifies the strategies to accomplish them. Frequently-addressed topics include:

• Tax Planning
• Investment Strategies
• Insurance Analysis
• Comprehensive & Focus Planning
• Estate Planning
• Retirement Planning

Developed by President Rick Farewell, a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED FUND SPECIALIST (CFS), stock broker and insurance agent, the planning services are offered to all NBCEFCU members, regardless of financial standing. Because Prudent Planning has no product agenda and features one-on-one, confidential sessions, members can make investment decisions that will solely promote their own personal financial agendas.

In addition, Prudent Planning sponsors periodic financial planning seminars.

For a complimentary first interview or for assistance with specific needs, call Rick Farewell for an appointment:

Mutual funds, annuities and other investments available through Financial Network Investment Corporation: are NOT deposits; are NOT insured by the FDIC, NCUSIF or other regulatory agency; are NOT obligations of nor guaranteed by NBCEFCU; are subject to investment risk including loss of principal; are subject to fluctuating rates of return.

Brokerage services are provided by FNIC, a registered broker/dealer and member of the NASD and SIPC, FNIC is not an affiliate of NBCEFCU.