Investment Planning Service Available

United Educators Credit Union is partnered with Educators Financial Services, Inc., to offer Certified Financial Planners to assist United Educators Credit Union members with planning for a secure financial future. Options include:

• 403(b)/ TSA/403(b)7
• 403(b) Match Plans
• Asset Management and Fee-Based Planning
• State Pension Projections & Planning
• Mutual Funds
• College Funding
• Tax-Deferred Annuities
• Life Insurance Options

Credit union members may receive a detailed retirement/investment analysis without cost or obligation. The certified financial planners offer personal consultation at your convenience - school, home, office, or at the credit union.

Josh Decker, CFP®, Apple Valley
David Wolfe, Coon Rapids
Dean Ingvalson, CFP®, Eden Prairie

Educators Financial Services, Inc. has financial advisors statewide. For members living outside the Apple Valley, Coon Rapids or Eden Prairie area call 763-689-9023, 877-403-2374 or log onto www.tsainvest.com , click on "Find an Investment Advisor" to be referred to a representative in your area.

Educators Financial Services, Inc. is a Registered Investment Advisor located at 440 Emerson Street North, Suite 2, Cambridge, MN 55008.

Securities offered through Advanced Advisor Group, LLC. Member FINRA and SIPC.
440 Emerson Street N, Suite 4, Cambridge MN 55008 877-403-2374
EFS, and AAG, are not affiliated with United Educators Credit Union.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.