Plan, Protect, and Retire with Financial Planning
At People Driven Credit Union (PDCU), we understand that navigating your financial future can be daunting. That’s why we’re proud to offer our members exclusive access to professional financial planning services through Osaic FA. Our partnership ensures that you have the tools and guidance necessary to make informed decisions about your financial well-being.
Your personal financial professional
Whether you’re overwhelmed by investment options or looking for a comprehensive plan to secure your family’s financial future, a financial professional with Osaic FA can provide the expertise you need. From assessing your income needs and risk tolerance to guiding you through tax-efficient strategies, our advisors are dedicated to helping you build and protect your wealth.
Meet your financial professional resource, Mary Prebish, with Osaic FA. She, along with our team, is committed to helping you set and stick to a financial strategy that meets your unique goals. Together, we’ll select funds, allocate assets, understand tax implications, and calculate retirement income to ensure you’re on the right path today and in the future.
Get help setting and sticking to a strategy
Good financial professionals will help you develop a financial plan that fits your needs. They’ll help you set goals and stay on track to reach them for today and the future.
Osaic FA can help you:
- Select funds and allocate your assets
- Assess your risk tolerance
- Understand how your investments can affect your taxes
- Calculate your retirement income
- Review your progress toward your plan and make recommendations
- Decide when and how to retire
- Review buy/sell agreements for business owners
Disclosures
Securities and variable products are not a deposit, not FDIC or NCUA insured, not insured by any federal government agency, not guaranteed by this bank or credit union, and may go down in value. People Driven Credit Union is not an affiliate of Osaic FA, Inc. Credit Union products are provided by People Driven Credit Union.
Investments and advisory services are offered through Osaic FA, Inc., Member FINRA/SIPC, registered broker/dealer, and registered investment advisor. People Driven Credit Union is not an affiliate of Osaic FA, Inc.
Osaic FA is the marketing name for Osaic FA, Inc., and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products are distributed by broker/dealer-affiliate Osaic FA, Inc., Radnor, PA.
Securities and investment advisory services are offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Explore Osaic FA.
Services
Osaic FA works with clients to prepare a profile that considers their needs, goals, time frames, and risk tolerance. This overview becomes the basis for an ongoing relationship to help clients stay on course in meeting their financial goals. Their experience covers the individual’s needs and assists with the needs and issues affecting business owners.
Trust Accounts
A Trust is established to transfer assets to a beneficiary in the event of the person’s death. Each Trust is written by an attorney to be administered and customized according to the person’s wishes. To ensure proper administration of the Trust, the credit union requires a copy of the complete Trust document.
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My favorite thing is how you go out of your way to accommodate your members.
Joan B - 35 year member
