Financial Planning for HCPFCU Members
Health Care Professional Federal Credit Union is proud to announce we have partnered with Skylight Financial Group to offer members a trusted option for financial planning services. Our credit union’s philosophy of “people helping people” makes Skylight a perfect match as they put clients at the center of everything they do. Let Skylight help you achieve your long-term financial goals and take care of the ones you love.
Get started with a complimentary consultation!
Michael Kessling Jr, Financial Advisor,
P: (513) 698-1320
6 KEY AREAS OF FINANCIAL PLANNING
To complement the HCPFCU products and services you have access to, Skylight can help you make well-informed decisions about how to allocate your money by tailoring a comprehensive financial plan based on what's important to you and your family.
Based on your needs, Skylight's team of experienced financial planners will work with you to:
Review your current financial position
Ensure you have adequate protection
Advise on wealth accumulation strategies
Prepare for your retirement years with a well-conceived retirement planning strategy
Help minimize tax consequences
Assess appropriate estate planning strategies
Investments and/or insurance products offered ARE NOT insured by the NCUA or any other federal government agency, ARE NOT credit union deposits or other obligations of, or guaranteed by the credit union and ARE subject to investment risks, including the possible loss of principal amount invested. Securities, investment advisory, and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC OSJ: 2012 W. 25th Street, Suite 900, Cleveland, OH 44113. Health Care Professional Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202010-237837