September/October 2023 LivingPower Newsletter
By State Employees’ Credit Union
Did you know that State Employees’ Credit Union (SECU) has local advisors who are fully
devoted to helping members with comprehensive financial planning services? From insurance and investments to managing retirement risks to estate planning and trust services, members have access to the services they need to help achieve and maintain their financial goals. Dedicated specialists can help members plan their financial future at any SECU branch location.
The advisors, titled Financial Advisory Services (FAS) specialists, are salaried employees who
are committed to acting in our members’ best interests. This unique business model allows us to focus on our mission—providing personalized services to help members meet their financial needs and objectives— while remaining committed to the long-established SECU philosophy of People Helping People® and member-focused service.
Everyone can benefit from discussing financial needs and goals with a professional. Our Financial Advisory Services specialists can help members get started by working together to identify financial objectives and prioritize the next steps. They can help implement strategies designed to meet short and long-term goals. Additionally, they can objectively review an existing plan to confirm strengths and areas for improvement or important consideration. Finally, our advisors can help members monitor and adapt their plans over time to increase the likelihood of being prepared for both expected and unexpected life events.
SECU is invested in our members’ success and well-being! Our goal is for our members to leave a meeting with our advisors, knowing they have an advocate and coach who will be by their side on their financial journey. Contact your local branch and ask to speak to a FAS specialist today! Not yet an SECU member? Join today to access these and our many other financial services.
Life insurance is offered through SECU Life Insurance Company, a wholly-owned subsidiary
of State Employees’ Credit Union. Investment advisory services are offered through Credit Union Investment Services. Securities are offered through SECU Brokerage Services: member FINRA, SIPC. Trust Services are offered through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Securities, Trust, and Insurance products are not Credit Union deposits, are not obligations of or guaranteed by the Credit Union or Members Trust Company, and are not insured by the NCUA or any federal government agency. Securities and Trust products involve investment risks, including possible loss of principal invested. Insurance products are subject to underwriting. Investment, Trust, and Insurance representatives are Credit Union employees who may accept deposits. Investment and Insurance representatives are licensed in North Carolina only.