Credit Unions Are Safe and Sound
In recent weeks, we have seen numerous news reports about the funding difficulties of various financial institutions resulting from the mortgage crisis. In this environment, it's no surprise that you may be unsure about mortgage lending and more cautious about protecting your personal assets.
Park City Credit Union is insured by the NCUA (National Credit Union Association), an agency of the Federal Government. This means your money is federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. Not one penny of insured savings has ever been lost by a member of a federally insured credit union. For more information about your federally insured funds, stop in and ask for a free brochure “Your Insured Funds”.
You may also go directly to the website www.ncua.gov where you will find a software program to use to determine your coverage. Use the Share Insurance Estimator software that will walk you through what coverage you will have for Share Insurance.
If you prefer to speak to an insurance expert, the NCUA Insurance Call Center is available to answer questions about the coverage provided by NCUA share insurance. The toll-free Insurance Call Center number is 1-800-755-1030, extension 1.
Park City Credit Union would like to inform you of a strategic relationship with Mr. Arthur Osero, CERTIFIED FINANCIAL PLANNER
TM Professional. Mr. Osero, CFP
®, offers full service financial planning including free semi-annual financial checkups to every member of Park City Credit Union. To set up an appointment to meet with Mr. Art Osero, please contact any of our four office locations.
Arthur L. Osero
Advisors Capital
CERTIFIED FINANCIAL PLANNERTM Professional
Registered Principal of SII Investments, Inc.
(715) 845-9790
email: art.osero@siionline.com
Busy lifestyles and multiple priorities make successful planning more challenging than ever. In todays complex and ever-changing financial marketplace, it is important to take a team approach to achieving financial independence.
They feature a wide range of investment opportunities and insurance planning to meet your needs. Services provided include:
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· Estate Planning
· Retirement Planning
· College Education Planning
· Portfolio Reviews
· Traditional & Roth IRA’s
· IRA Rollovers
· 401k & Retirement Plan
Rollovers
· SIMPLE , SEP, and 401k plans
· Long Term Care Insurance
· Funeral Expense Trust
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· Mutual Funds
· Stocks
· Municipal and Corporate Bonds
· Real Estate Investment Trust
(REITS)
· Government Securities
· Variable Annuities
· Fixed and Equity Indexed
Annuities
· Life Insurance
(Term, Whole, Universal)
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With your customized planning profile, they can help YOU determine where you are financially, analyze your needs and goals and create a practical strategy to help you meet those goals.
SII Investments, Inc. (SII), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Park City Credit Union or Advisors Capital. Securities and Advisory Services offered through SII are *not insured by NCUA/FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any credit union or their affiliates *subject to risks including the possible loss of principal amount invested.
