Financial Planning the Credit Union Way

What is Financial Planning?

Financial Planning incorporates a person's many financial considerations into one concise blueprint. On the friendly and trusted premises of your credit union, you will be provided with a confidential face-to-face meeting with a professional Financial Planner. At this meeting, your planner will review your retirement, income tax, investment, insurance and estate issues with you, and use this information to put together your personal financial plan.

What is the credit union way?

The primary mission of Financial Planning the credit union way is to provide you with direction that is in your best interest, addressing your needs and concerns. Your planner is committed to the consumer advocacy that credit unions stand for. You do not get forced into the typical broker practices of buying expensive life insurance policies or shifting in and out of investments. There is never sales pressure and members walk out of their meeting in a better position than when they walked in.

What kinds of services are offered?

• Retirement Planning
• Education needs
• 403(b), 401(k), and other retirement rollovers
• Roth and traditional rollovers
• Personal Financial goal Assessment
• Diversification and protection
• Protecting incomes against death and disability
• Protecting your income from the costs of long term care

To compliment our "Financial Planning the credit union way" program, we have three Financial Planners. They are (in alphabetical order):

• Gary Chesin: 847-967-5900
• Margherita M. Johnson: 708-460-4542
• Jeffrey Smith: 847-445-4100

Please identify yourself as a member of New Trier Federal Credit Union.