Whatever stage of life you're enjoying right now, it's never too soon -- or too late -- to start planning for your financial future. To help you make smart choices, KeyPoint Credit Union has partnered with Wescom Financial Services (WFS), skilled investment professionals to help you achieve your financial goals.
Without charge or obligation, you are welcome to meet with one of our Financial Advisors to discuss your financial goals and review different investment options such as stocks, bonds, mutual funds, insurance, IRAs, and online trading.
Plan for the Road Ahead
Whether you're planning for retirement, saving for college, or considering investing, Wescom Financial Services (WFS), your full-service financial planning partners, can help get you started on the right track and keep your investments growing.
Wescom Financial Services offers:
- Retirement Planning
- 401(k) Rollovers
- 401(k) Check Ups
- Financial Check Ups
- College Planning
- Managed Accounts
- Trust Services
Save for Retirement
More than ever, retirement planning is a crucial step toward establishing a secure income in your golden years. Wescom Financial Services can help with a range of savings and investment plans that include traditional, rollover, SEP, and Roth IRAs. A selection of fixed and variable annuities can help you decide how you manage your estate.
Informed Investments
Whether you're a veteran investor or an absolute beginner, our professional team of WFS Financial Advisors can give you valuable advice about stocks, bonds, mutual funds, annuities, and insurance products.
The products offered:
1. Are not federally insured
2. Are not obligations of the credit union
3. Are not guaranteed by the credit union or any affiliated entity
4. Involve investment risks, including the possible loss of principal; and
5. If applicable, are being offered by an employee who serves both functions of accepting members' deposits and the selling of nondeposit investment products.
Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Advisors are employed by and registered through WFS (Member FINRA/ SIPC). Investments are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value.