Your New Year’s resolution: make an appointment with your wealth management advisor

OCCU  -  11.29.2021

It’s the season of reflection. To consider the choices you made in the old year and plan a trajectory for the new one. Make resolutions, set goals, learn from the past to build a better future.

Resolve to get out more.

To enjoy life.

To make a positive impact.

To re-evaluate your investments, so you can get out, enjoy life and foster positive change well into the future.

OCCU Investment Services can help.
 

A personalized plan

There’s no one-size-fits-all financial plan. Your situation is unique, and your goals are your own. Our financial advisors can help you create a personalized plan that fits your life.

We’ll take a look at your financial milestones to ensure you’re on track. For example, if you have an IRA, your required minimum distributions (RMD) begin the year you turn 72. If you’ve not already accessed these funds, this source of income may be a welcome event. But it’s important to understand how to properly manage your RMDs.

But no matter where you are on your retirement journey, the beginning of the year is the perfect time to review your investment portfolio to ensure your money is working for you in the way you intended. That the decisions you made last year, or 10 years ago, still fit your plan.

Our advisors can help you build a strategy and make recommendations based on your goals and your risk tolerance.

 

What’s your vision?

As you prepare for a prosperous future for you and your family, consider the world around you. You can create a strong philanthropic impact with your financial choices. By investing in businesses that align with your environmental and social values, you put your money where your heart is.

Your investments can be your voice, and our financial advisors can help you be heard.

 

Make a list, check it twice

As the year ends, it’s helpful to take inventory of all your investments and financial obligations. Our digital checklist can help ensure you’re covering all your bases.

Then, when you meet with your advisor, ask them (and yourself):

  • Is my investment strategy on track?
  • Am I saving in the most tax-efficient way?
  • Do I have adequate life insurance for my situation?

 

Talk to us

When the hustle and bustle has passed and the holiday dust has settled, talk to one of our wealth management professionals so we can make sure you’re starting the new year off on the right foot. In person, over the phone, on a video call — we’re happy to meet by whatever method works best for you.

Ring in the new year with a renewed sense of financial security.

 

Connect with our team »

 

13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services. are separately owned entities and are not affiliated companies. United Planners Financial Services and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).

CLICK HERE FOR A COPY OF UNITED PLANNERS FINANCIAL SERVICES’S RELATIONSHIP SUMMARY (FORM CRS).  

Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 

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Phone: 541-681-6947

Advisors are registered to conduct securities business in:

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  • Julian Gottshall - CO, FL, MN, OR
  • John Griffith - AZ, CA, NV, NJ, OR, TX, WA
  • Michael Tomscha - OR, TX, WA

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