Financial Planning
FINANCIAL PLANNING & INVESTMENTS TO HELP YOU ACHIEVE YOUR FINANCIAL GOALS
Whether you are just starting out on your financial journey or preparing for retirement, Labor CU’s advisory team can help you establish a clear path to achieve your financial goals. You will have your own wealth management team, led by your dedicated advisor, who will provide financial advice and investment management. We provide a full range of wealth management services. You can come to us with any financial questions – whether they are complex or simple. As a valued member we are here to help you navigate your financial life.
Speak with Evan
MEET YOUR ADVISOR
As your financial advisor, I actively listen and collaborate with you to understand your current financial situation and prioritize your financial goals. I work to understand your risk tolerance, time horizon, and investment preferences to establish a personalized financial plan. As a professional fiduciary, I am required to keep your best interests in mind. All members may schedule a complimentary call with me at any time to learn more or ask questions – no commitment necessary. All members receive:
- A dedicated relationship with the DOLFCU advisory team
- Financial planning services
- Professional investment management
- Affordable pricing, no commissions, no hidden fees
I am available morning, evenings, and weekends in addition to normal business hours. I am looking forward to speaking with you!
FINANCIAL PLANNING
Your advisor can help you define your goal and analyze your options to develop and implement a personalized financial strategy.
- Starting an Emergency Fund
- Retirement Planning
- 401(k); IRA; Social Security
- Education / College Planning
- Budgeting
- Insurance Analysis
INVESTMENTS
Our investment team works to determine the appropriate investment strategy based on your goals and feelings about risk.
- Managed Portfolios
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Stocks, Bonds
- Cash Management
- Portfolio Reviews
ONLINE FINANCIAL DASHBOARD
You will have 24 / 7 access to your own online financial dashboard where you can easily track and manage your financial goals and investments.
- Advisor insights & recommendations
- Scenario Planning
- Interactive Goal setting
- Financial Planning Tools
- Investment / Portfolio Details
- Account Actions
ACCOUNT TYPES
Choose from a mix of quality investment options.
- Individual
- Joint
- Custodial
- Revocable Trust
- Irrevocable Trust
Not NCUA Insured | No Credit Union Guarantee | May Lose Value| Not Guaranteed by any Government Agency | Not a Credit Union Deposit
Additional ACCOUNT TYPES
Quality investment options offered include
- Roth IRA
- Traditional IRA
- Rollover IRA
- SEP IRA
- SIMPLE IRA
- Beneficiary IRA
- 401(k)
- Roth 401(k)
- 403(b)
- 457
- Health Savings Accounts (HSA)
Not NCUA Insured | No Credit Union Guarantee | May Lose Value| Not Guaranteed by any Government Agency | Not a Credit Union Deposit
For additional information about Financial Planning and Investments schedule an appointment today, email or call (202) 780-4150.
Speak with Evan
Investment products and services are offered independently through Credit Union Wealth Group, an SEC-registered investment advisor. Credit Union Wealth Group and Department of Labor Federal Credit Union (DOLFCU) are not affiliated. Products and services made available through Credit Union Wealth Group are not insured by NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union, credit union service organization, or credit union affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.