Financial Planning
Financial Planning

Financial Planning

Both short- and long-term financial health is a collaborative effort at America's Christian Credit Union. Investments and insurance planning is personal, and each client has unique desires, needs, and circumstances.


Since designing a financial roadmap requires more than offering quality products, the Cetera Advisor Networks team takes the time to get to know you to meet your current needs and future goals.

Summary

We can provide you close, personalized assistance in the following areas:

  • Stocks, bonds, mutual funds
  • Variable annuities
  • Real estate investment trusts
  • College funding with multiple plan options
  • Traditional and Roth IRAs and other retirement plans
  • Full analysis investment planning
  • Portfolio management
  • Estate planning
  • Business planning
  • Individual and group health insurance
  • Long-term care insurance
  • Life insurance

Learn more at ACCU's Cetera Advisor Network website.


Mutual funds, annuities and other investments are not deposits, are not insured by the FDIC/NCUA or any other regulatory agency, and are not obligations of or guaranteed by Cetera Advisor Networks or America's Christian Credit Union. Returns on such investments will fluctuate and are subject to risk, including possible loss of principal.


Securities and investment advisory services offered through Cetera Advisor Networks, member FINRA, SIPC.

Americas Christian Credit Union and Cetera Advisor Networks are not affiliated.