
Credential Financial Strategies Inc.
Insurance
Through our partnership with Credential Financial Strategies Inc., we provide access to a full line of insurance products. Credential Financial Strategies can help you choose the right insurance to protect you and your loved ones from financial hardship.Credential Financial Strategies offers:
- Life Insurance
- Disability Insurance
- Business Insurance
- Critical Illness Insurance
- Income Replacement Insurance
- Health and Dental Plans
Financial Planning Services
LeRoy Credit Union partners with Credential Financial Strategies Inc. to provide the services of a Certified Financial Planning professional to our members. A six-step financial planning process is used:1. Determine individual’s goals and objectives
2. Gather, process, and analyze the individual’s relevant information
3. Develop a comprehensive financial plan
4. Present the plan, letter of recommendations and alternate solutions
5. Implement the agreed upon solutions
6. Monitor the plan on an on-going basis
To help you achieve your life goals, the comprehensive financial planning process includes the following areas:
– Farm Succession planning
– Business Succession planning
– Investment planning
– Tax planning
– Education planning
– Debt management
– Retirement planning
– Insurance planning
– Will & Estate planning
* Credential Financial Strategies Inc. is a member company under Aviso Wealth Inc., offering financial planning, life insurance and investments to members of credit unions and their communities.