William Murphy, CFP® Financial Consultant

Nancy Kehoe Financial Consultant

 

We all want our hard earned money to work as hard as possible. But sometimes it's difficult to know where to turn for good advice. Wealth Management, located at CFCU Community Credit Union, can help you sort through the various options and identify those products that can help you achieve your personal goals. All consultations are FREE. For more information, or to make an appointment, contact the Wealth Management department at our Craft Road office by phone: 607-257-3282, ext. 3299, or by e-mail: william.murphy@lpl.com or nancy.kehoe@lpl.com

To learn more about LPL Financial and the Wealth Management program, you can also find them on the World Wide Web at http://www.lpl.com/invest.choice.

So if you need to... •Prepare for retirement •Protect assets •Build net worth •Manage accumulations •Finance a future expense •Get investment guidance •Reduce your taxes

Let Wealth Management show you... •Retirement Planning •Investment Portfolio Analysis •Tax-Advantaged Investing •Trust Services* •Estate Planning •Long-Term Care Insurance •Rollover IRAs •Corporate Benefits All consultations are free!

For more information regarding regulation of the securities industry, please visit www.finra.org. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Securities, asset management, financial planning, and insurance products offered through LPL Financial and its affiliates. A Registered Investment Advisor. Member FINRA/SIPC. Products are not NCUA insured, are not obligations of CFCU Community Credit Union, are not guaranteed by the Credit Union or any affiliated entity, and involve investment risk, including the possibility of loss of principal. CFCU Community Credit Union is not a registered broker/dealer nor is it affiliated with LPL Financial.

*Trust services are offered through The Private Trust Co., N.A., an affiliate of LPL Financial.