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.
 

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